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Triavera Capital’s Walt Disney DIS Stock Holding History

Triavera Capital’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
Q1 		$7.94M Buy
82,410
+23,569
+40% +$2.49M 4.75% 13
2025
Q4 		$6.69M Buy
58,841
+4,003
+7% +$441K 3.2% 17
2025
Q3 		$6.28M Buy
54,838
+8,660
+19% +$1.02M 3.06% 16
2025
Q2 		$5.73M Sell
46,178
-37,427
-45% -$3.89M 3.02% 16
2025
Q1 		$8.25M Buy
83,605
+11,365
+16% +$1.22M 4.73% 14
2024
Q4 		$8.04M Buy
+72,240
New +$7.59M 4.38% 15

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Triavera Capital's DIS Position: Q1 2026 in Review

Triavera Capital increased its Walt Disney (DIS) stake by 40% in Q1 2026, buying an estimated $2.49M and bringing the position to 82,410 shares worth $7.94M. The position accounts for 4.75% of the portfolio, ranked #13.

Triavera Capital first reported a position in DIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.25M in Q1 2025. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Triavera Capital held 82,410 shares of Walt Disney worth $7.94M as of Q1 2026.
  • Triavera Capital bought 23,569 Walt Disney shares in Q1 2026, an estimated $2.49M.
  • Walt Disney made up 4.75% of Triavera Capital's portfolio in Q1 2026, its #13 holding.
  • Triavera Capital first reported a position in Walt Disney in Q4 2024 and has held it in 6 quarters since.
  • Triavera Capital's Walt Disney position peaked at $8.25M in Q1 2025.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Triavera Capital's 13F filing for Q1 2026, filed 15 May 2026.