Clear Investment Research’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
Q2 | – | Sell |
-1
| Closed | -$99 | – | 90 |
|
|
2026
Q1 | $99 | Buy |
+1
| New | +$106 | ﹤0.01% | 237 |
|
|
2025
Q4 | – | Sell |
-1
| Closed | -$117 | – | 93 |
|
|
2025
Q3 | $117 | Hold |
1
| – | – | ﹤0.01% | 249 |
|
|
2025
Q2 | $126 | Hold |
1
| – | – | ﹤0.01% | 227 |
|
|
2025
Q1 | $100 | Hold |
1
| – | – | ﹤0.01% | 223 |
|
|
2024
Q4 | $112 | Hold |
1
| – | – | ﹤0.01% | 221 |
|
|
2024
Q3 | $97 | Hold |
1
| – | – | ﹤0.01% | 220 |
|
|
2024
Q2 | $100 | Sell |
1
-50
| -98% | -$5.38K | ﹤0.01% | 205 |
|
|
2024
Q1 | $6.24K | Hold |
51
| – | – | 0.01% | 164 |
|
|
2023
Q4 | $4.61K | Sell |
51
-4
| -7% | -$353 | 0.01% | 213 |
|
|
2023
Q3 | $4.46K | Buy |
55
+4
| +8% | +$342 | 0.01% | 146 |
|
|
2023
Q2 | $4.55K | Hold |
51
| – | – | 0.01% | 147 |
|
|
2023
Q1 | $5.11K | Hold |
51
| – | – | 0.01% | 139 |
|
|
2022
Q4 | $4K | Hold |
51
| – | – | 0.01% | 135 |
|
|
2022
Q3 | $5K | Hold |
51
| – | – | 0.01% | 128 |
|
|
2022
Q2 | $5K | Hold |
51
| – | – | 0.01% | 110 |
|
|
2022
Q1 | $7K | Hold |
51
| – | – | 0.01% | 114 |
|
|
2021
Q4 | $8K | Buy |
51
+1
| +2% | +$162 | 0.01% | 116 |
|
|
2021
Q3 | $8K | Hold |
50
| – | – | 0.01% | 116 |
|
|
2021
Q2 | $9K | Hold |
50
| – | – | 0.02% | 115 |
|
|
2021
Q1 | $9K | Hold |
50
| – | – | 0.02% | 103 |
|
|
2020
Q4 | $9K | Hold |
50
| – | – | 0.02% | 97 |
|
|
2020
Q3 | $6K | Hold |
50
| – | – | 0.01% | 92 |
|
|
2020
Q2 | $6K | Hold |
50
| – | – | 0.01% | 96 |
|
|
2020
Q1 | $5K | Hold |
50
| – | – | 0.01% | 91 |
|
|
2019
Q4 | $7K | Buy |
50
+36
| +257% | +$5.03K | 0.01% | 89 |
|
|
2019
Q3 | $2K | Hold |
14
| – | – | ﹤0.01% | 111 |
|
|
2019
Q2 | $2K | Hold |
14
| – | – | ﹤0.01% | 109 |
|
|
2019
Q1 | $2K | Buy |
14
+3
| +27% | +$335 | ﹤0.01% | 103 |
|
|
2018
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 148 |
|
|
2018
Q3 | $1K | Buy |
+11
| New | +$1.22K | ﹤0.01% | 156 |
|
Other funds holding DIS
Clear Investment Research's DIS Position: Q2 2026 in Review
Clear Investment Research sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 1 share — an estimated $99 sold.
Clear Investment Research first reported a position in DIS in Q3 2018 and held it in 30 quarters. The position peaked at $9K in Q2 2021. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.
- Clear Investment Research reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
- Clear Investment Research sold 1 Walt Disney share in Q2 2026, an estimated $99.
- Clear Investment Research first reported a position in Walt Disney in Q3 2018 and held it in 30 quarters.
- Clear Investment Research's Walt Disney position peaked at $9K in Q2 2021.
- 2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.
Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.