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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
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 $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

Claris Advisors's DIS Position: Q1 2026 in Review

Claris Advisors held its Walt Disney (DIS) position steady in Q1 2026 at 2,374 shares worth $229K. The position accounts for 0.07% of the portfolio, ranked #62.

Claris Advisors first reported a position in DIS in Q3 2024 and has held it in 5 quarters since. The position peaked at $294K in Q3 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Claris Advisors held 2,374 shares of Walt Disney worth $229K as of Q1 2026.
  • Claris Advisors left its Walt Disney share count unchanged in Q1 2026.
  • Walt Disney made up 0.07% of Claris Advisors's portfolio in Q1 2026, its #62 holding.
  • Claris Advisors first reported a position in Walt Disney in Q3 2024 and has held it in 5 quarters since.
  • Claris Advisors's Walt Disney position peaked at $294K in Q3 2025.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Claris Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.