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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TritonPoint Wealth's DIS Position: Q1 2026 in Review

TritonPoint Wealth reduced its Walt Disney (DIS) stake by 5.2% in Q1 2026, selling an estimated $53.8K and leaving 9,276 shares worth $894K. The position accounts for 0.1% of the portfolio, ranked #128.

TritonPoint Wealth first reported a position in DIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $2M in Q2 2024. 2,988 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

TritonPoint Wealth held 9,276 shares of Walt Disney worth $894K as of Q1 2026.
TritonPoint Wealth sold 509 Walt Disney shares in Q1 2026, an estimated $53.8K.
Walt Disney made up 0.1% of TritonPoint Wealth's portfolio in Q1 2026, its #128 holding.
TritonPoint Wealth first reported a position in Walt Disney in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's Walt Disney position peaked at $2M in Q2 2024.
2,988 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.