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Claris Advisors’s Walt Disney DIS Stock Holding History

Claris 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 		$229K Hold
2,374
– – 0.06% 67
2026
Q1 		$229K Hold
2,374
– – 0.07% 62
2025
Q4 		$270K Hold
2,374
– – 0.08% 59
2025
Q3 		$294K Hold
2,374
– – 0.1% 61
2025
Q2 		$294K Buy
+2,374
New +$247K 0.1% 61
2024
Q4 		– Sell
-29
Closed -$2.8K – 359
2024
Q3 		$2.8K Buy
+29
New +$2.67K ﹤0.01% 307

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

Claris Advisors's DIS Position: Q2 2026 in Review

Claris Advisors held its Walt Disney (DIS) position steady in Q2 2026 at 2,374 shares worth $229K. The position accounts for 0.06% of the portfolio, ranked #67.

Claris Advisors first reported a position in DIS in Q3 2024 and has held it in 6 quarters since. The position peaked at $294K in Q3 2025. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Claris Advisors held 2,374 shares of Walt Disney worth $229K as of Q2 2026.
  • Claris Advisors left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.06% of Claris Advisors's portfolio in Q2 2026, its #67 holding.
  • Claris Advisors first reported a position in Walt Disney in Q3 2024 and has held it in 6 quarters since.
  • Claris Advisors's Walt Disney position peaked at $294K in Q3 2025.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Claris Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.