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Clear Point Advisors’s Walt Disney DIS Stock Holding History

Clear Point 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 		$231K Buy
+2,392
New +$253K 0.18% 71
2024
Q4 		– Sell
-446
Closed -$42.9K – 215
2024
Q3 		$42.9K Hold
446
– – 0.03% 209
2024
Q2 		$44.3K Hold
446
– – 0.04% 203
2024
Q1 		$54.6K Hold
446
– – 0.04% 191
2023
Q4 		$40.3K Buy
+446
New +$39.3K 0.04% 204

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

Clear Point Advisors's DIS Position: Q1 2026 in Review

Clear Point Advisors opened a new position in Walt Disney (DIS) in Q1 2026: 2,392 shares worth $231K. The stake represents 0.18% of the portfolio and ranks #71 among its holdings. This is a return to the name: Clear Point Advisors previously reported a position in DIS as recently as Q3 2024.

Clear Point Advisors first reported a position in DIS in Q4 2023 and has held it in 5 quarters since. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Clear Point Advisors held 2,392 shares of Walt Disney worth $231K as of Q1 2026.
  • Walt Disney was a new Clear Point Advisors position in Q1 2026.
  • Walt Disney made up 0.18% of Clear Point Advisors's portfolio in Q1 2026, its #71 holding.
  • Clear Point Advisors first reported a position in Walt Disney in Q4 2023 and has held it in 5 quarters since.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.