Trifecta Capital Advisors’s Walt Disney DIS Stock Holding History

Trifecta Capital Advisors’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	$131K	Sell	1,365 -99	-7%	-$10.1K	0.02%	135
2026 Q1	$141K	Hold	1,464	–	–	0.02%	128
2025 Q4	$167K	Sell	1,464 -65	-4%	-$7.16K	0.02%	116
2025 Q3	$175K	Sell	1,529 -10	-0.6%	-$1.18K	0.03%	114
2025 Q2	$191K	Sell	1,539 -1	-0.1%	-$104	0.03%	100
2025 Q1	$152K	Sell	1,540 -1	-0.1%	-$107	0.03%	91
2024 Q4	$172K	Sell	1,541 -34	-2%	-$3.57K	0.03%	89
2024 Q3	$152K	Sell	1,575 -1,130	-42%	-$104K	0.03%	92
2024 Q2	$269K	Sell	2,705 -849	-24%	-$91.4K	0.06%	74
2024 Q1	$435K	Sell	3,554 -497	-12%	-$51.9K	0.11%	71
2023 Q4	$366K	Hold	4,051	–	–	0.1%	69
2023 Q3	$328K	Buy	4,051 +277	+7%	+$23.7K	0.11%	70
2023 Q2	$337K	Buy	3,774 +295	+8%	+$27.9K	0.11%	71
2023 Q1	$348K	Buy	3,479 +100	+3%	+$10.1K	0.12%	73
2022 Q4	$294K	Buy	+3,379	New	+$323K	0.12%	77

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Trifecta Capital Advisors's DIS Position: Q2 2026 in Review

Trifecta Capital Advisors reduced its Walt Disney (DIS) stake by 6.8% in Q2 2026, selling an estimated $10.1K and leaving 1,365 shares worth $131K. The position accounts for 0.02% of the portfolio, ranked #135.

Trifecta Capital Advisors first reported a position in DIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $435K in Q1 2024. 2,939 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Trifecta Capital Advisors held 1,365 shares of Walt Disney worth $131K as of Q2 2026.
Trifecta Capital Advisors sold 99 Walt Disney shares in Q2 2026, an estimated $10.1K.
Walt Disney made up 0.02% of Trifecta Capital Advisors's portfolio in Q2 2026, its #135 holding.
Trifecta Capital Advisors first reported a position in Walt Disney in Q4 2022 and has held it in 15 quarters since.
Trifecta Capital Advisors's Walt Disney position peaked at $435K in Q1 2024.
2,939 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.