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 Q2	$230K	Hold	2,392	–	–	0.2%	87
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Clear Point Advisors's DIS Position: Q2 2026 in Review

Clear Point Advisors held its Walt Disney (DIS) position steady in Q2 2026 at 2,392 shares worth $230K. The position accounts for 0.2% of the portfolio, ranked #87.

Clear Point Advisors first reported a position in DIS in Q4 2023 and has held it in 6 quarters since. The position peaked at $231K in Q1 2026. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Clear Point Advisors held 2,392 shares of Walt Disney worth $230K as of Q2 2026.
Clear Point Advisors left its Walt Disney share count unchanged in Q2 2026.
Walt Disney made up 0.2% of Clear Point Advisors's portfolio in Q2 2026, its #87 holding.
Clear Point Advisors first reported a position in Walt Disney in Q4 2023 and has held it in 6 quarters since.
Clear Point Advisors's Walt Disney position peaked at $231K in Q1 2026.
2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.