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CLA (CliftonLarsonAllen) Wealth Advisors’s Walt Disney DIS Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
Q2 		$1.33M Buy
+13,817
New +$1.41M 0.02% 177
2026
Q1 		– Sell
-10,452
Closed -$1.19M – 227
2025
Q4 		$1.19M Sell
10,452
-605
-5% -$66.6K 0.02% 153
2025
Q3 		$1.27M Sell
11,057
-6,914
-38% -$814K 0.02% 148
2025
Q2 		$2.23M Buy
17,971
+4,292
+31% +$446K 0.04% 119
2025
Q1 		$1.35M Buy
13,679
+629
+5% +$67.6K 0.03% 142
2024
Q4 		$1.45M Sell
13,050
-1,057
-7% -$111K 0.03% 129
2024
Q3 		$1.36M Buy
14,107
+968
+7% +$89.1K 0.03% 132
2024
Q2 		$1.3M Buy
13,139
+2,017
+18% +$217K 0.03% 126
2024
Q1 		$1.36M Sell
11,122
-1,637
-13% -$171K 0.03% 120
2023
Q4 		$1.15M Buy
12,759
+1,707
+15% +$150K 0.03% 127
2023
Q3 		$896K Sell
11,052
-535
-5% -$45.7K 0.03% 129
2023
Q2 		$1.03M Sell
11,587
-12
-0.1% -$1.14K 0.03% 128
2023
Q1 		$1.16M Sell
11,599
-44
-0.4% -$4.44K 0.03% 126
2022
Q4 		$1.01M Sell
11,643
-197
-2% -$18.8K 0.04% 133
2022
Q3 		$1.12M Buy
11,840
+80
+0.7% +$8.56K 0.14% 54
2022
Q2 		$1.11M Buy
11,760
+69
+0.6% +$7.66K 0.05% 129
2022
Q1 		$1.6M Buy
+11,691
New +$1.69M 0.06% 117
2021
Q4 		– Sell
-3,800
Closed -$643K – 203
2021
Q3 		$643K Hold
3,800
– – 0.03% 195
2021
Q2 		$668K Buy
+3,800
New +$683K 0.03% 193
2015
Q3 		– Sell
-2,458
Closed -$281K – 121
2015
Q2 		$281K Buy
+2,458
New +$270K 0.06% 133

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's DIS Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors opened a new position in Walt Disney (DIS) in Q2 2026: 13,817 shares worth $1.33M. The stake represents 0.02% of the portfolio and ranks #177 among its holdings. This is a return to the name: CLA (CliftonLarsonAllen) Wealth Advisors previously reported a position in DIS as recently as Q4 2025.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in DIS in Q2 2015 and has held it in 20 quarters since. The position peaked at $2.23M in Q2 2025. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 13,817 shares of Walt Disney worth $1.33M as of Q2 2026.
  • Walt Disney was a new CLA (CliftonLarsonAllen) Wealth Advisors position in Q2 2026.
  • Walt Disney made up 0.02% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #177 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Walt Disney in Q2 2015 and has held it in 20 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Walt Disney position peaked at $2.23M in Q2 2025.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.