TWM
DIS icon

Tripletail Wealth Management’s Walt Disney DIS Stock Holding History

Tripletail 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
Q1 		$63.3K Sell
655
-29
-4% -$3.06K 0.09% 132
2025
Q4 		$77.8K Sell
684
-248
-27% -$27.3K 0.1% 115
2025
Q3 		$105K Buy
+932
New +$110K 0.12% 112

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

Tripletail Wealth Management's DIS Position: Q1 2026 in Review

Tripletail Wealth Management reduced its Walt Disney (DIS) stake by 4.2% in Q1 2026, selling an estimated $3.06K and leaving 655 shares worth $63.3K. The position accounts for 0.09% of the portfolio, ranked #132.

Tripletail Wealth Management first reported a position in DIS in Q3 2025 and has held it in 3 quarters since. The position peaked at $105K in Q3 2025. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Tripletail Wealth Management held 655 shares of Walt Disney worth $63.3K as of Q1 2026.
  • Tripletail Wealth Management sold 29 Walt Disney shares in Q1 2026, an estimated $3.06K.
  • Walt Disney made up 0.09% of Tripletail Wealth Management's portfolio in Q1 2026, its #132 holding.
  • Tripletail Wealth Management first reported a position in Walt Disney in Q3 2025 and has held it in 3 quarters since.
  • Tripletail Wealth Management's Walt Disney position peaked at $105K in Q3 2025.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Tripletail Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.