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Claro Advisors’s Walt Disney DIS Stock Holding History

Claro 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
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 		$1.77M 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Claro Advisors's DIS Position: Q1 2026 in Review

Claro Advisors increased its Walt Disney (DIS) stake by 5.4% in Q1 2026, buying an estimated $85.5K and bringing the position to 15,763 shares worth $1.52M. The position accounts for 0.18% of the portfolio, ranked #100.

Claro Advisors first reported a position in DIS in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.89M in Q4 2024. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Claro Advisors held 15,763 shares of Walt Disney worth $1.52M as of Q1 2026.
  • Claro Advisors bought 809 Walt Disney shares in Q1 2026, an estimated $85.5K.
  • Walt Disney made up 0.18% of Claro Advisors's portfolio in Q1 2026, its #100 holding.
  • Claro Advisors first reported a position in Walt Disney in Q4 2018 and has held it in 30 quarters since.
  • Claro Advisors's Walt Disney position peaked at $1.89M in Q4 2024.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.