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Clarion Wealth Managment Partners’s Walt Disney DIS Stock Holding History

Clarion Wealth Managment Partners’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
-2,070
Closed -$236K – 86
2025
Q4 		$236K Hold
2,070
– – 0.22% 75
2025
Q3 		$237K Sell
2,070
-16
-0.8% -$1.88K 0.23% 73
2025
Q2 		$259K Buy
+2,086
New +$217K 0.28% 71

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

Clarion Wealth Managment Partners's DIS Position: Q1 2026 in Review

Clarion Wealth Managment Partners sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 2,070 shares — an estimated $236K sold.

Clarion Wealth Managment Partners first reported a position in DIS in Q2 2025 and held it in 3 quarters. The position peaked at $259K in Q2 2025. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Clarion Wealth Managment Partners reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Clarion Wealth Managment Partners sold 2,070 Walt Disney shares in Q1 2026, an estimated $236K.
  • Clarion Wealth Managment Partners first reported a position in Walt Disney in Q2 2025 and held it in 3 quarters.
  • Clarion Wealth Managment Partners's Walt Disney position peaked at $259K in Q2 2025.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Clarion Wealth Managment Partners's 13F filing for Q1 2026, filed 8 May 2026.