Claro Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $1.56M | Buy |
14,864
+2,021
| +16% | +$207K | 0.15% | 120 |
|
|
2026
Q2 | $1.24M | Sell |
12,843
-2,920
| -19% | -$298K | 0.13% | 137 |
|
|
2026
Q1 | $1.52M | Buy |
15,763
+809
| +5% | +$85.5K | 0.18% | 100 |
|
|
2025
Q4 | $1.7M | Buy |
14,954
+621
| +4% | +$68.4K | 0.23% | 86 |
|
|
2025
Q3 | $1.64M | Sell |
14,333
-176
| -1% | -$20.7K | 0.24% | 87 |
|
|
2025
Q2 | $1.8M | Sell |
14,509
-2,740
| -16% | -$285K | 0.3% | 73 |
|
|
2025
Q1 | $1.7M | Buy |
17,249
+252
| +1% | +$27.1K | 0.23% | 76 |
|
|
2024
Q4 | $1.89M | Sell |
16,997
-910
| -5% | -$95.6K | 0.26% | 72 |
|
|
2024
Q3 | $1.72M | Buy |
17,907
+2,497
| +16% | +$230K | 0.22% | 90 |
|
|
2024
Q2 | $1.53M | Buy |
15,410
+736
| +5% | +$79.2K | 0.24% | 85 |
|
|
2024
Q1 | $1.8M | Buy |
14,674
+563
| +4% | +$58.8K | 0.31% | 59 |
|
|
2023
Q4 | $1.27M | Sell |
14,111
-1,332
| -9% | -$117K | 0.28% | 75 |
|
|
2023
Q3 | $1.25M | Buy |
15,443
+1,637
| +12% | +$140K | 0.31% | 72 |
|
|
2023
Q2 | $1.23M | Buy |
13,806
+272
| +2% | +$25.8K | 0.31% | 71 |
|
|
2023
Q1 | $1.36M | Buy |
13,534
+1,985
| +17% | +$200K | 0.4% | 54 |
|
|
2022
Q4 | $1M | Buy |
11,549
+683
| +6% | +$65.3K | 0.33% | 79 |
|
|
2022
Q3 | $1.03M | Hold |
10,866
| – | – | 0.41% | 59 |
|
|
2022
Q2 | $1.03M | Sell |
10,866
-831
| -7% | -$92.2K | 0.41% | 59 |
|
|
2022
Q1 | $1.81M | Hold |
11,697
| – | – | 0.65% | 34 |
|
|
2021
Q4 | $1.81M | Buy |
11,697
+1,202
| +11% | +$194K | 0.65% | 34 |
|
|
2021
Q3 | $1.78M | Buy |
10,495
+178
| +2% | +$31.7K | 0.75% | 27 |
|
|
2021
Q2 | $1.81M | Buy |
10,317
+284
| +3% | +$51.1K | 0.82% | 25 |
|
|
2021
Q1 | $1.85M | Buy |
10,033
+2,231
| +29% | +$411K | 0.94% | 23 |
|
|
2020
Q4 | $1.41M | Buy |
7,802
+236
| +3% | +$33.9K | 0.75% | 31 |
|
|
2020
Q3 | $939K | Buy |
7,566
+292
| +4% | +$36.5K | 0.6% | 35 |
|
|
2020
Q2 | $811K | Sell |
7,274
-9
| -0.1% | -$994 | 0.56% | 45 |
|
|
2020
Q1 | $704K | Sell |
7,283
-220
| -3% | -$27.8K | 0.66% | 39 |
|
|
2019
Q4 | $1.08M | Buy |
7,503
+205
| +3% | +$28.6K | 0.84% | 31 |
|
|
2019
Q3 | $951K | Sell |
7,298
-58
| -0.8% | -$8.02K | 0.84% | 31 |
|
|
2019
Q2 | $1.03M | Sell |
7,356
-799
| -10% | -$106K | 0.95% | 30 |
|
|
2019
Q1 | $905K | Buy |
8,155
+254
| +3% | +$28.4K | 0.9% | 31 |
|
|
2018
Q4 | $924K | Buy |
+7,901
| New | +$898K | 0.74% | 25 |
|
Other funds holding DIS
Claro Advisors's DIS Position: Q3 2026 in Review
Claro Advisors increased its Walt Disney (DIS) stake by 16% in Q3 2026, buying an estimated $207K and bringing the position to 14,864 shares worth $1.56M. The position accounts for 0.15% of the portfolio, ranked #120.
Claro Advisors first reported a position in DIS in Q4 2018 and has held it in 32 quarters since. The position peaked at $1.89M in Q4 2024. 1,858 funds tracked by Wall St. Rank hold DIS as of Q3 2026.
- Claro Advisors held 14,864 shares of Walt Disney worth $1.56M as of Q3 2026.
- Claro Advisors bought 2,021 Walt Disney shares in Q3 2026, an estimated $207K.
- Walt Disney made up 0.15% of Claro Advisors's portfolio in Q3 2026, its #120 holding.
- Claro Advisors first reported a position in Walt Disney in Q4 2018 and has held it in 32 quarters since.
- Claro Advisors's Walt Disney position peaked at $1.89M in Q4 2024.
- 1,858 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.
Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.