Clear Investment Research’s Walt Disney DIS Stock Holding History

Clear Investment Research’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	$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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clear Investment Research's DIS Position: Q1 2026 in Review

Clear Investment Research opened a new position in Walt Disney (DIS) in Q1 2026: 1 share worth $99. The stake represents ﹤0.01% of the portfolio and ranks #237 among its holdings. This is a return to the name: Clear Investment Research previously reported a position in DIS as recently as Q3 2025.

Clear Investment Research first reported a position in DIS in Q3 2018 and has held it in 30 quarters since. The position peaked at $9K in Q2 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Clear Investment Research held 1 share of Walt Disney worth $99 as of Q1 2026.
Walt Disney was a new Clear Investment Research position in Q1 2026.
Walt Disney made up ﹤0.01% of Clear Investment Research's portfolio in Q1 2026, its #237 holding.
Clear Investment Research first reported a position in Walt Disney in Q3 2018 and has held it in 30 quarters since.
Clear Investment Research's Walt Disney position peaked at $9K in Q2 2021.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.