Clark Wealth Partners
DIS icon

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
Q3 		$26.7K Buy
255
+45
+21% +$4.61K 0.01% 168
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 		$15K 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

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BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Clark Wealth Partners's DIS Position: Q3 2026 in Review

Clark Wealth Partners increased its Walt Disney (DIS) stake by 21% in Q3 2026, buying an estimated $4.61K and bringing the position to 255 shares worth $26.7K. The position accounts for 0.01% of the portfolio, ranked #168.

Clark Wealth Partners first reported a position in DIS in Q4 2024 and has held it in 8 quarters since. 2,631 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Clark Wealth Partners held 255 shares of Walt Disney worth $26.7K as of Q3 2026.
  • Clark Wealth Partners bought 45 Walt Disney shares in Q3 2026, an estimated $4.61K.
  • Walt Disney made up 0.01% of Clark Wealth Partners's portfolio in Q3 2026, its #168 holding.
  • Clark Wealth Partners first reported a position in Walt Disney in Q4 2024 and has held it in 8 quarters since.
  • 2,631 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.