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Clearwater Capital Advisors’s Walt Disney DIS Stock Holding History

Clearwater Capital 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 		$340K Buy
3,525
+221
+7% +$23.4K 0.03% 138
2025
Q4 		$376K Sell
3,304
-152
-4% -$16.7K 0.03% 133
2025
Q3 		$396K Sell
3,456
-121
-3% -$14.3K 0.03% 123
2025
Q2 		$444K Sell
3,577
-75
-2% -$7.79K 0.04% 117
2025
Q1 		$360K Buy
3,652
+46
+1% +$4.94K 0.03% 127
2024
Q4 		$402K Sell
3,606
-785
-18% -$82.5K 0.04% 124
2024
Q3 		$422K Buy
4,391
+1,496
+52% +$138K 0.04% 118
2024
Q2 		$287K Buy
2,895
+511
+21% +$55K 0.03% 129
2024
Q1 		$292K Sell
2,384
-84
-3% -$8.77K 0.03% 131
2023
Q4 		$223K Buy
+2,468
New +$218K 0.03% 144
2023
Q2 		– Sell
-2,204
Closed -$221K – 150
2023
Q1 		$221K Sell
2,204
-600
-21% -$60.5K 0.03% 136
2022
Q4 		$244K Sell
2,804
-308
-10% -$29.5K 0.03% 137
2022
Q3 		$294K Sell
3,112
-110
-3% -$11.8K 0.04% 122
2022
Q2 		$304K Buy
3,222
+576
+22% +$63.9K 0.04% 114
2022
Q1 		$363K Sell
2,646
-1
-0% -$145 0.04% 121
2021
Q4 		$410K Buy
2,647
+33
+1% +$5.33K 0.05% 113
2021
Q3 		$442K Sell
2,614
-90
-3% -$16K 0.05% 108
2021
Q2 		$475K Buy
2,704
+69
+3% +$12.4K 0.06% 107
2021
Q1 		$486K Sell
2,635
-61
-2% -$11.2K 0.06% 106
2020
Q4 		$488K Buy
2,696
+80
+3% +$11.5K 0.06% 100
2020
Q3 		$325K Hold
2,616
– – 0.05% 113
2020
Q2 		$292K Sell
2,616
-60
-2% -$6.62K 0.05% 116
2020
Q1 		$259K Sell
2,676
-250
-9% -$31.6K 0.06% 133
2019
Q4 		$423K Buy
2,926
+295
+11% +$41.2K 0.07% 133
2019
Q3 		$343K Hold
2,631
– – 0.06% 157
2019
Q2 		$367K Sell
2,631
-65
-2% -$8.62K 0.07% 157
2019
Q1 		$299K Sell
2,696
-44
-2% -$4.92K 0.06% 172
2018
Q4 		$300K Buy
2,740
+47
+2% +$5.34K 0.07% 172
2018
Q3 		$315K Sell
2,693
-200
-7% -$22.3K 0.06% 158
2018
Q2 		$303K Buy
2,893
+218
+8% +$22.3K 0.06% 151
2018
Q1 		$269K Buy
2,675
+26
+1% +$2.76K 0.06% 161
2017
Q4 		$285K Sell
2,649
-100
-4% -$10.3K 0.06% 152
2017
Q3 		$274K Buy
2,749
+300
+12% +$30.9K 0.06% 148
2017
Q2 		$254K Hold
2,449
– – 0.06% 142
2017
Q1 		$277K Buy
2,449
+123
+5% +$13.5K 0.08% 137
2016
Q4 		$247K Sell
2,326
-300
-11% -$29.3K 0.09% 133
2016
Q3 		$243K Buy
2,626
+357
+16% +$34.2K 0.09% 126
2016
Q2 		$223K Buy
+2,269
New +$227K 0.08% 122

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

Clearwater Capital Advisors's DIS Position: Q1 2026 in Review

Clearwater Capital Advisors increased its Walt Disney (DIS) stake by 6.7% in Q1 2026, buying an estimated $23.4K and bringing the position to 3,525 shares worth $340K. The position accounts for 0.03% of the portfolio, ranked #138.

Clearwater Capital Advisors first reported a position in DIS in Q2 2016 and has held it in 38 quarters since. The position peaked at $488K in Q4 2020. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Clearwater Capital Advisors held 3,525 shares of Walt Disney worth $340K as of Q1 2026.
  • Clearwater Capital Advisors bought 221 Walt Disney shares in Q1 2026, an estimated $23.4K.
  • Walt Disney made up 0.03% of Clearwater Capital Advisors's portfolio in Q1 2026, its #138 holding.
  • Clearwater Capital Advisors first reported a position in Walt Disney in Q2 2016 and has held it in 38 quarters since.
  • Clearwater Capital Advisors's Walt Disney position peaked at $488K in Q4 2020.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.