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Cladis Investment Advisory’s Walt Disney DIS Stock Holding History

Cladis Investment Advisory’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 		$1.55M Buy
16,139
+8
+0% +$816 0.73% 43
2026
Q1 		$1.55M Buy
16,131
+131
+0.8% +$13.8K 0.86% 34
2025
Q4 		$1.82M Sell
16,000
-1,525
-9% -$168K 1% 25
2025
Q3 		$2.01M Sell
17,525
-410
-2% -$48.3K 1.15% 21
2025
Q2 		$2.22M Sell
17,935
-25
-0.1% -$2.6K 1.39% 18
2025
Q1 		$1.77M Buy
17,960
+346
+2% +$37.2K 1.28% 19
2024
Q4 		$1.96M Sell
17,614
-620
-3% -$65.1K 1.39% 18
2024
Q3 		$1.75M Buy
18,234
+1,345
+8% +$124K 1.22% 20
2024
Q2 		$1.68M Buy
16,889
+225
+1% +$24.2K 1.22% 21
2024
Q1 		$2.04M Sell
16,664
-7,885
-32% -$824K 1.5% 12
2023
Q4 		$2.22M Sell
24,549
-1,580
-6% -$139K 1.74% 10
2023
Q3 		$2.12M Buy
26,129
+1,950
+8% +$167K 1.85% 11
2023
Q2 		$2.16M Buy
24,179
+1,825
+8% +$173K 1.88% 7
2023
Q1 		$2.24M Buy
22,354
+2,400
+12% +$242K 2.01% 7
2022
Q4 		$1.73M Buy
19,954
+2,257
+13% +$216K 1.73% 12
2022
Q3 		$1.67M Buy
17,697
+2,250
+15% +$241K 1.81% 10
2022
Q2 		$1.46M Buy
15,447
+5,880
+61% +$653K 1.46% 18
2022
Q1 		$1.31M Buy
9,567
+2,060
+27% +$298K 1.06% 27
2021
Q4 		$1.16M Buy
+7,507
New +$1.21M 0.93% 33

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cladis Investment Advisory's DIS Position: Q2 2026 in Review

Cladis Investment Advisory increased its Walt Disney (DIS) stake by 0.05% in Q2 2026, buying an estimated $816 and bringing the position to 16,139 shares worth $1.55M. The position accounts for 0.73% of the portfolio, ranked #43.

Cladis Investment Advisory first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.24M in Q1 2023. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Cladis Investment Advisory held 16,139 shares of Walt Disney worth $1.55M as of Q2 2026.
  • Cladis Investment Advisory bought 8 Walt Disney shares in Q2 2026, an estimated $816.
  • Walt Disney made up 0.73% of Cladis Investment Advisory's portfolio in Q2 2026, its #43 holding.
  • Cladis Investment Advisory first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
  • Cladis Investment Advisory's Walt Disney position peaked at $2.24M in Q1 2023.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Cladis Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.