TWM
DIS icon

TriaGen Wealth Management’s Walt Disney DIS Stock Holding History

TriaGen Wealth Management’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.36M Buy
34,934
+1,429
+4% +$146K 0.84% 23
2026
Q1 		$3.23M Buy
33,505
+893
+3% +$94.4K 0.88% 21
2025
Q4 		$3.71M Sell
32,612
-738
-2% -$81.3K 0.96% 18
2025
Q3 		$3.82M Buy
33,350
+3,431
+11% +$404K 1% 19
2025
Q2 		$3.71M Buy
29,919
+1,294
+5% +$134K 1.12% 22
2025
Q1 		$2.83M Sell
28,625
-123
-0.4% -$13.2K 1% 19
2024
Q4 		$3.2M Buy
28,748
+515
+2% +$54.1K 1.08% 17
2024
Q3 		$2.72M Buy
28,233
+3,898
+16% +$359K 0.91% 22
2024
Q2 		$2.42M Buy
24,335
+1,615
+7% +$174K 0.93% 30
2024
Q1 		$2.78M Buy
22,720
+10,529
+86% +$1.1M 1.15% 19
2023
Q4 		$1.1M Buy
12,191
+1,788
+17% +$158K 0.52% 54
2023
Q3 		$843K Buy
10,403
+40
+0.4% +$3.42K 0.43% 61
2023
Q2 		$925K Hold
10,363
– – 0.42% 67
2023
Q1 		$1.04M Buy
10,363
+2
+0% +$202 0.52% 59
2022
Q4 		$900K Buy
10,361
+205
+2% +$19.6K 0.5% 56
2022
Q3 		$958K Buy
10,156
+112
+1% +$12K 0.53% 50
2022
Q2 		$948K Buy
10,044
+21
+0.2% +$2.33K 0.67% 43
2022
Q1 		$1.38M Hold
10,023
– – 0.71% 53
2021
Q4 		$1.55M Buy
10,023
+20
+0.2% +$3.23K 0.77% 51
2021
Q3 		$1.69M Hold
10,003
– – 0.92% 33
2021
Q2 		$1.76M Buy
10,003
+35
+0.4% +$6.29K 0.91% 34
2021
Q1 		$1.84M Sell
9,968
-10
-0.1% -$1.84K 1.06% 29
2020
Q4 		$1.81M Buy
+9,978
New +$1.43M 1.06% 30

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

TriaGen Wealth Management's DIS Position: Q2 2026 in Review

TriaGen Wealth Management increased its Walt Disney (DIS) stake by 4.3% in Q2 2026, buying an estimated $146K and bringing the position to 34,934 shares worth $3.36M. The position accounts for 0.84% of the portfolio, ranked #23.

TriaGen Wealth Management first reported a position in DIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.82M in Q3 2025. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • TriaGen Wealth Management held 34,934 shares of Walt Disney worth $3.36M as of Q2 2026.
  • TriaGen Wealth Management bought 1,429 Walt Disney shares in Q2 2026, an estimated $146K.
  • Walt Disney made up 0.84% of TriaGen Wealth Management's portfolio in Q2 2026, its #23 holding.
  • TriaGen Wealth Management first reported a position in Walt Disney in Q4 2020 and has held it in 23 quarters since.
  • TriaGen Wealth Management's Walt Disney position peaked at $3.82M in Q3 2025.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.