Trivest Advisors’s Walt Disney DIS Stock Holding History

Trivest 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 Q1	–	Sell	-122,500	Closed	-$13.9M	–	32
2025 Q4	$13.9M	Buy	+122,500	New	+$13.5M	0.64%	17
2023 Q1	–	Sell	-15,400	Closed	-$1.34M	–	22
2022 Q4	$1.34M	Sell	15,400 -25,467	-62%	-$2.44M	0.16%	14
2022 Q3	$3.85M	Buy	+40,867	New	+$4.37M	1.33%	6
2022 Q2	–	Sell	-5,000	Closed	-$686K	–	25
2022 Q1	$686K	Buy	+5,000	New	+$723K	0.12%	19

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

Trivest Advisors's DIS Position: Q1 2026 in Review

Trivest Advisors sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 122,500 shares — an estimated $13.9M sold.

Trivest Advisors first reported a position in DIS in Q1 2022 and held it in 4 quarters. The position peaked at $13.9M in Q4 2025. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Trivest Advisors reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
Trivest Advisors sold 122,500 Walt Disney shares in Q1 2026, an estimated $13.9M.
Trivest Advisors first reported a position in Walt Disney in Q1 2022 and held it in 4 quarters.
Trivest Advisors's Walt Disney position peaked at $13.9M in Q4 2025.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Trivest Advisors's 13F filing for Q1 2026, filed 7 May 2026.