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Claris Financial’s Walt Disney DIS Stock Holding History

Claris Financial’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
2025
Q4 		– Sell
-2,036
Closed -$233K – 182
2025
Q3 		$233K Buy
+2,036
New +$240K 0.13% 144
2025
Q2 		– Sell
-2,459
Closed -$274K – 139
2025
Q1 		$274K Hold
2,459
– – 0.18% 124
2024
Q4 		$274K Buy
+2,459
New +$258K 0.18% 124

Other funds holding DIS

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Claris Financial's DIS Position: Q4 2025 in Review

Claris Financial sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 2,036 shares — an estimated $233K sold.

Claris Financial first reported a position in DIS in Q4 2024 and held it in 3 quarters. The position peaked at $274K in Q1 2025. 3,171 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • Claris Financial reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
  • Claris Financial sold 2,036 Walt Disney shares in Q4 2025, an estimated $233K.
  • Claris Financial first reported a position in Walt Disney in Q4 2024 and held it in 3 quarters.
  • Claris Financial's Walt Disney position peaked at $274K in Q1 2025.
  • 3,171 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Claris Financial's 13F filing for Q4 2025, filed 19 Feb 2026.