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Clarity Wealth Advisors’s Walt Disney DIS Stock Holding History

Clarity Wealth 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 		$452K Sell
4,693
-371
-7% -$37.8K 0.08% 71
2026
Q1 		$488K Sell
5,064
-578
-10% -$61.1K 0.1% 66
2025
Q4 		$642K Sell
5,642
-100
-2% -$11K 0.13% 58
2025
Q3 		$657K Sell
5,742
-140
-2% -$16.5K 0.14% 54
2025
Q2 		$729K Buy
5,882
+102
+2% +$10.6K 0.18% 52
2025
Q1 		$570K Sell
5,780
-218
-4% -$23.4K 0.16% 52
2024
Q4 		$668K Sell
5,998
-165
-3% -$17.3K 0.18% 50
2024
Q3 		$593K Sell
6,163
-136
-2% -$12.5K 0.17% 50
2024
Q2 		$625K Sell
6,299
-677
-10% -$72.9K 0.2% 45
2024
Q1 		$854K Sell
6,976
-321
-4% -$33.5K 0.29% 40
2023
Q4 		$659K Sell
7,297
-158
-2% -$13.9K 0.25% 42
2023
Q3 		$604K Sell
7,455
-325
-4% -$27.8K 0.27% 40
2023
Q2 		$695K Buy
7,780
+346
+5% +$32.8K 0.31% 38
2023
Q1 		$744K Sell
7,434
-151
-2% -$15.2K 0.38% 36
2022
Q4 		$659K Buy
7,585
+273
+4% +$26.1K 0.38% 36
2022
Q3 		$689K Sell
7,312
-351
-5% -$37.6K 0.42% 35
2022
Q2 		$723K Buy
7,663
+970
+14% +$108K 0.41% 35
2022
Q1 		$918K Buy
6,693
+449
+7% +$64.9K 0.44% 34
2021
Q4 		$967K Buy
6,244
+17
+0.3% +$2.75K 0.45% 34
2021
Q3 		$1.05M Sell
6,227
-209
-3% -$37.3K 0.52% 33
2021
Q2 		$1.13M Sell
6,436
-81
-1% -$14.6K 0.59% 34
2021
Q1 		$1.2M Sell
6,517
-98
-1% -$18.1K 0.69% 33
2020
Q4 		$1.2M Buy
6,615
+167
+3% +$24K 0.73% 33
2020
Q3 		$800K Sell
6,448
-734
-10% -$91.7K 0.57% 35
2020
Q2 		$800K Sell
7,182
-219
-3% -$24.2K 0.63% 35
2020
Q1 		$714K Sell
7,401
-37
-0.5% -$4.68K 0.74% 28
2019
Q4 		$1.07M Buy
+7,438
New +$1.04M 0.9% 25

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Clarity Wealth Advisors's DIS Position: Q2 2026 in Review

Clarity Wealth Advisors reduced its Walt Disney (DIS) stake by 7.3% in Q2 2026, selling an estimated $37.8K and leaving 4,693 shares worth $452K. The position accounts for 0.08% of the portfolio, ranked #71.

Clarity Wealth Advisors first reported a position in DIS in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.2M in Q1 2021. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Clarity Wealth Advisors held 4,693 shares of Walt Disney worth $452K as of Q2 2026.
  • Clarity Wealth Advisors sold 371 Walt Disney shares in Q2 2026, an estimated $37.8K.
  • Walt Disney made up 0.08% of Clarity Wealth Advisors's portfolio in Q2 2026, its #71 holding.
  • Clarity Wealth Advisors first reported a position in Walt Disney in Q4 2019 and has held it in 27 quarters since.
  • Clarity Wealth Advisors's Walt Disney position peaked at $1.2M in Q1 2021.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.