TritonPoint Wealth’s Walt Disney DIS Stock Holding History

TritonPoint Wealth’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	$855K	Sell	8,880 -396	-4%	-$40.4K	0.08%	142
2026 Q1	$894K	Sell	9,276 -509	-5%	-$53.8K	0.1%	128
2025 Q4	$1.12M	Sell	9,785 -6,114	-38%	-$673K	0.11%	118
2025 Q3	$1.82M	Buy	15,899 +201	+1%	+$23.7K	0.16%	121
2025 Q2	$1.95M	Buy	15,698 +130	+0.8%	+$13.5K	0.18%	118
2025 Q1	$1.54M	Sell	15,568 -588	-4%	-$63.2K	0.15%	131
2024 Q4	$1.81M	Sell	16,156 -1,305	-7%	-$137K	0.16%	120
2024 Q3	$1.68M	Sell	17,461 -2,674	-13%	-$246K	0.15%	121
2024 Q2	$2M	Sell	20,135 -307	-2%	-$33K	0.19%	111
2024 Q1	$1.74M	Sell	20,442 -412	-2%	-$43K	0.18%	117
2023 Q4	$1.89M	Buy	+20,854	New	+$1.84M	0.18%	116

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

TritonPoint Wealth's DIS Position: Q2 2026 in Review

TritonPoint Wealth reduced its Walt Disney (DIS) stake by 4.3% in Q2 2026, selling an estimated $40.4K and leaving 8,880 shares worth $855K. The position accounts for 0.08% of the portfolio, ranked #142.

TritonPoint Wealth first reported a position in DIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $2M in Q2 2024. 2,943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

TritonPoint Wealth held 8,880 shares of Walt Disney worth $855K as of Q2 2026.
TritonPoint Wealth sold 396 Walt Disney shares in Q2 2026, an estimated $40.4K.
Walt Disney made up 0.08% of TritonPoint Wealth's portfolio in Q2 2026, its #142 holding.
TritonPoint Wealth first reported a position in Walt Disney in Q4 2023 and has held it in 11 quarters since.
TritonPoint Wealth's Walt Disney position peaked at $2M in Q2 2024.
2,943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.