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Clark Wealth Partners’s Walt Disney DIS Stock Holding History

Clark Wealth Partners’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 		$20.4K Buy
210
+88
+72% +$8.97K 0.01% 181
2026
Q1 		$11.7K Sell
122
-87
-42% -$9.2K 0.01% 233
2025
Q4 		$23.8K Hold
209
– – 0.01% 157
2025
Q3 		$23.8K Buy
209
+88
+73% +$10.4K 0.01% 157
2025
Q2 		$14.9K Sell
121
-97
-44% -$10.1K 0.01% 183
2025
Q1 		$21.5K Buy
218
+1
+0.5% +$107 0.02% 148
2024
Q4 		$24.2K Buy
+217
New +$22.8K 0.02% 120

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Clark Wealth Partners's DIS Position: Q2 2026 in Review

Clark Wealth Partners increased its Walt Disney (DIS) stake by 72% in Q2 2026, buying an estimated $8.97K and bringing the position to 210 shares worth $20.4K. The position accounts for 0.01% of the portfolio, ranked #181.

Clark Wealth Partners first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $24.2K in Q4 2024. 2,814 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Clark Wealth Partners held 210 shares of Walt Disney worth $20.4K as of Q2 2026.
  • Clark Wealth Partners bought 88 Walt Disney shares in Q2 2026, an estimated $8.97K.
  • Walt Disney made up 0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #181 holding.
  • Clark Wealth Partners first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • Clark Wealth Partners's Walt Disney position peaked at $24.2K in Q4 2024.
  • 2,814 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.