TSWM
DIS icon

Triangle Securities Wealth Management’s Walt Disney DIS Stock Holding History

Triangle Securities 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 		$603K Sell
6,260
-1,754
-22% -$179K 0.12% 153
2026
Q1 		$772K Sell
8,014
-2,250
-22% -$238K 0.18% 124
2025
Q4 		$1.17M Sell
10,264
-961
-9% -$106K 0.25% 96
2025
Q3 		$1.29M Buy
11,225
+2,817
+34% +$332K 0.29% 86
2025
Q2 		$1.04M Sell
8,408
-3,417
-29% -$355K 0.26% 105
2025
Q1 		$1.17M Buy
11,825
+732
+7% +$78.7K 0.3% 89
2024
Q4 		$1.24M Sell
11,093
-419
-4% -$44K 0.32% 80
2024
Q3 		$1.11M Sell
11,512
-4,298
-27% -$395K 0.29% 88
2024
Q2 		$1.57M Sell
15,810
-448
-3% -$48.2K 0.44% 63
2024
Q1 		$1.99M Sell
16,258
-1,016
-6% -$106K 0.57% 62
2023
Q4 		$1.56M Sell
17,274
-3,060
-15% -$270K 0.48% 64
2023
Q3 		$1.65M Sell
20,334
-761
-4% -$65K 0.59% 55
2023
Q2 		$1.88M Sell
21,095
-62
-0.3% -$5.87K 0.65% 49
2023
Q1 		$2.12M Sell
21,157
-378
-2% -$38.1K 0.76% 35
2022
Q4 		$1.87M Buy
+21,535
New +$2.06M 0.69% 46
2022
Q1 		– Sell
-20,029
Closed -$3.1M – 175
2021
Q4 		$3.1M Buy
+20,029
New +$3.23M 0.97% 27
2020
Q4 		– Sell
-22,561
Closed -$2.8M – 169
2020
Q3 		$2.8M Sell
22,561
-532
-2% -$66.5K 1.27% 19
2020
Q2 		$2.58M Sell
23,093
-642
-3% -$70.9K 1.23% 19
2020
Q1 		$2.29M Buy
23,735
+255
+1% +$32.2K 1.32% 20
2019
Q4 		$3.4M Sell
23,480
-118
-0.5% -$16.5K 1.47% 15
2019
Q3 		$3.08M Sell
23,598
-1,725
-7% -$239K 1.5% 19
2019
Q2 		$3.57M Sell
25,323
-2,136
-8% -$283K 1.81% 10
2019
Q1 		$3.05M Sell
27,459
-859
-3% -$96K 1.6% 16
2018
Q4 		$3.1M Buy
28,318
+617
+2% +$70.2K 1.83% 10
2018
Q3 		$3.24M Buy
27,701
+90
+0.3% +$10K 1.72% 12
2018
Q2 		$2.89M Sell
27,611
-522
-2% -$53.4K 1.62% 13
2018
Q1 		$2.83M Buy
28,133
+25
+0.1% +$2.66K 1.62% 13
2017
Q4 		$3.02M Buy
28,108
+188
+0.7% +$19.4K 1.73% 12
2017
Q3 		$2.75M Sell
27,920
-188
-0.7% -$19.3K 1.64% 12
2017
Q2 		$2.99M Buy
28,108
+59
+0.2% +$6.46K 1.97% 10
2017
Q1 		$3.18M Buy
28,049
+135
+0.5% +$14.9K 2.03% 9
2016
Q4 		$2.91M Sell
27,914
-70
-0.3% -$6.83K 1.94% 10
2016
Q3 		$2.6M Sell
27,984
-105
-0.4% -$10.1K 1.8% 12
2016
Q2 		$2.75M Sell
28,089
-3,410
-11% -$341K 2.05% 9
2016
Q1 		$3.13M Sell
31,499
-417
-1% -$40.3K 2.04% 9
2015
Q4 		$3.35M Buy
31,916
+1,970
+7% +$220K 2.25% 9
2015
Q3 		$3.06M Buy
29,946
+8,505
+40% +$926K 2.31% 7
2015
Q2 		$2.45M Sell
21,441
-910
-4% -$99.9K 1.73% 14
2015
Q1 		$2.34M Sell
22,351
-1,050
-4% -$106K 1.62% 16
2014
Q4 		$2.2M Buy
23,401
+1,215
+5% +$110K 1.57% 17
2014
Q3 		$1.98M Hold
22,186
– – 1.52% 20
2014
Q2 		$1.9M Sell
22,186
-2,350
-10% -$192K 1.46% 19
2014
Q1 		$1.39M Buy
24,536
+2,315
+10% +$179K 1.25% 26
2013
Q4 		$1.7M Sell
22,221
-2,815
-11% -$195K 1.38% 20
2013
Q3 		$1.61M Sell
25,036
-200
-0.8% -$12.8K 1.41% 20
2013
Q2 		$1.59M Buy
+25,236
New +$1.59M 1.18% 21

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Triangle Securities Wealth Management's DIS Position: Q2 2026 in Review

Triangle Securities Wealth Management reduced its Walt Disney (DIS) stake by 22% in Q2 2026, selling an estimated $179K and leaving 6,260 shares worth $603K. The position accounts for 0.12% of the portfolio, ranked #153.

Triangle Securities Wealth Management first reported a position in DIS in Q2 2013 and has held it in 46 quarters since. The position peaked at $3.57M in Q2 2019. 601 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Triangle Securities Wealth Management held 6,260 shares of Walt Disney worth $603K as of Q2 2026.
  • Triangle Securities Wealth Management sold 1,754 Walt Disney shares in Q2 2026, an estimated $179K.
  • Walt Disney made up 0.12% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #153 holding.
  • Triangle Securities Wealth Management first reported a position in Walt Disney in Q2 2013 and has held it in 46 quarters since.
  • Triangle Securities Wealth Management's Walt Disney position peaked at $3.57M in Q2 2019.
  • 601 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.