Triton Wealth Management’s Walt Disney DIS Stock Holding History

Triton 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
2025 Q4	–	Sell	-2,084	Closed	-$234K	–	128
2025 Q3	$234K	Buy	2,084 +102	+5%	+$12K	0.09%	101
2025 Q2	$242K	Buy	+1,982	New	+$206K	0.1%	97
2024 Q4	$218K	Sell	2,203 -100	-4%	-$10.5K	0.11%	87
2024 Q3	$217K	Sell	2,303 -50	-2%	-$4.6K	0.12%	83
2024 Q2	$214K	Hold	2,353	–	–	0.13%	78
2024 Q1	$267K	Buy	+2,353	New	+$246K	0.19%	61
2022 Q2	–	Sell	-3,710	Closed	-$524K	–	88
2022 Q1	$524K	Hold	3,710	–	–	0.27%	45
2021 Q4	$524K	Sell	3,710 -521	-12%	-$84.1K	0.27%	45
2021 Q3	$719K	Hold	4,231	–	–	0.34%	41
2021 Q2	$780K	Hold	4,231	–	–	0.45%	33
2021 Q1	$797K	Sell	4,231 -53	-1%	-$9.77K	0.54%	29
2020 Q4	$764K	Sell	4,284 -233	-5%	-$33.4K	0.49%	25
2020 Q3	$556K	Sell	4,517 -167	-4%	-$20.9K	0.47%	33
2020 Q2	$541K	Buy	+4,684	New	+$517K	0.56%	34

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Triton Wealth Management's DIS Position: Q4 2025 in Review

Triton Wealth Management sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 2,084 shares — an estimated $234K sold.

Triton Wealth Management first reported a position in DIS in Q2 2020 and held it in 14 quarters. The position peaked at $797K in Q1 2021. 3,180 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

Triton Wealth Management reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
Triton Wealth Management sold 2,084 Walt Disney shares in Q4 2025, an estimated $234K.
Triton Wealth Management first reported a position in Walt Disney in Q2 2020 and held it in 14 quarters.
Triton Wealth Management's Walt Disney position peaked at $797K in Q1 2021.
3,180 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Triton Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.