TIAM2
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Tru Independence Asset Management 2’s Walt Disney DIS Stock Holding History

Tru Independence Asset Management 2’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
-2,005
Closed -$230K – 84
2025
Q4 		$230K Hold
2,005
– – 0.14% 79
2025
Q3 		$230K Sell
2,005
-5,953
-75% -$701K 0.15% 81
2025
Q2 		$991K Sell
7,958
-731
-8% -$76K 0.68% 38
2025
Q1 		$858K Sell
8,689
-192
-2% -$20.6K 0.64% 37
2024
Q4 		$993K Sell
8,881
-25
-0.3% -$2.63K 0.83% 30
2024
Q3 		$857K Buy
+8,906
New +$819K 0.72% 28
2023
Q1 		$627K Buy
+6,265
New +$632K 0.63% 34
2022
Q3 		$563K Buy
5,971
+373
+7% +$39.9K 0.6% 26
2022
Q2 		$529K Sell
5,598
-82
-1% -$9.1K 0.44% 33
2022
Q1 		$779K Buy
5,680
+639
+13% +$92.4K 0.45% 35
2021
Q4 		$781K Buy
5,041
+2,508
+99% +$405K 0.41% 45
2021
Q3 		$429K Sell
2,533
-1,310
-34% -$234K 0.3% 62
2021
Q2 		$675K Sell
3,843
-2,243
-37% -$403K 0.46% 46
2021
Q1 		$1.12M Buy
6,086
+679
+13% +$125K 0.89% 29
2020
Q4 		$980K Buy
+5,407
New +$776K 0.83% 29

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

Tru Independence Asset Management 2's DIS Position: Q1 2026 in Review

Tru Independence Asset Management 2 sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 2,005 shares — an estimated $230K sold.

Tru Independence Asset Management 2 first reported a position in DIS in Q4 2020 and held it in 15 quarters. The position peaked at $1.12M in Q1 2021. 2,984 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Tru Independence Asset Management 2 reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 2,005 Walt Disney shares in Q1 2026, an estimated $230K.
  • Tru Independence Asset Management 2 first reported a position in Walt Disney in Q4 2020 and held it in 15 quarters.
  • Tru Independence Asset Management 2's Walt Disney position peaked at $1.12M in Q1 2021.
  • 2,984 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2026, filed 22 Apr 2026.