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Clune & Associates’s Walt Disney DIS Stock Holding History

Clune & Associates’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 		– Sell
-1,811
Closed -$206K – 165
2025
Q4 		$206K Hold
1,811
– – 0.04% 162
2025
Q3 		$207K Sell
1,811
-68
-4% -$8.01K 0.05% 154
2025
Q2 		$233K Buy
+1,879
New +$195K 0.06% 139
2025
Q1 		– Sell
-1,945
Closed -$217K – 144
2024
Q4 		$217K Buy
+1,945
New +$204K 0.07% 131

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

Clune & Associates's DIS Position: Q1 2026 in Review

Clune & Associates sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 1,811 shares — an estimated $206K sold.

Clune & Associates first reported a position in DIS in Q4 2024 and held it in 4 quarters. The position peaked at $233K in Q2 2025. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Clune & Associates reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Clune & Associates sold 1,811 Walt Disney shares in Q1 2026, an estimated $206K.
  • Clune & Associates first reported a position in Walt Disney in Q4 2024 and held it in 4 quarters.
  • Clune & Associates's Walt Disney position peaked at $233K in Q2 2025.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Clune & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.