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Walt Disney Company shares owned by Trivant Custom Portfolio Group

Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Trivant Custom Portfolio Group from 13F filings

Historical chart of Trivant Custom Portfolio Group investment in Walt Disney Company

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All positions including Walt Disney Company held by Trivant Custom Portfolio Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Walt Disney Company by Trivant Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $75k 615 122.36
2023-12-31 $1.9M 21k 90.29
2023-09-30 $1.7M 21k 81.05
2023-06-30 $1.9M 21k 89.28
2023-03-31 $2.1M 21k 100.13

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Top funds holding Walt Disney Company

Vanguard Group
Trian Fund Management
State Farm Mutual Automobile Insurance Company
Citadel Advisors
Norges Bank Investment Management
Bank of New York Mellon
Bank of America Corporation
Royal Bank of Canada
Legal & General Group
Amundi
Franklin Resources
Newport Trust
Goldman Sachs Group
T. Rowe Price Associates
Massachusetts Financial Services

View all funds holding Walt Disney Company