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Clark Asset Management’s Walt Disney DIS Stock Holding History

Clark Asset Management’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
Q3 		– Sell
-3,031
Closed -$376K – 211
2025
Q2 		$376K Buy
+3,031
New +$315K 0.05% 128
2023
Q2 		– Sell
-2,442
Closed -$244K – 80
2023
Q1 		$244K Buy
+2,442
New +$246K 0.15% 50

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Clark Asset Management's DIS Position: Q3 2025 in Review

Clark Asset Management sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 3,031 shares — an estimated $376K sold.

Clark Asset Management first reported a position in DIS in Q1 2023 and held it in 2 quarters. The position peaked at $376K in Q2 2025. 3,080 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Clark Asset Management reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
  • Clark Asset Management sold 3,031 Walt Disney shares in Q3 2025, an estimated $376K.
  • Clark Asset Management first reported a position in Walt Disney in Q1 2023 and held it in 2 quarters.
  • Clark Asset Management's Walt Disney position peaked at $376K in Q2 2025.
  • 3,080 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Clark Asset Management's 13F filing for Q3 2025, filed 20 Oct 2025.