Total Clarity Wealth Management’s Walt Disney DIS Stock Holding History

Total Clarity Wealth Management’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
2025 Q3	–	Sell	-1,814	Closed	-$225K	–	301
2025 Q2	$225K	Buy	+1,814	New	+$188K	0.06%	254
2024 Q2	–	Sell	-1,738	Closed	-$213K	–	263
2024 Q1	$213K	Buy	+1,738	New	+$182K	0.07%	247
2022 Q4	–	Sell	-2,494	Closed	-$235K	–	234
2022 Q3	$235K	Buy	2,494 +80	+3%	+$8.56K	0.15%	184
2022 Q2	$228K	Sell	2,414 -128	-5%	-$14.2K	0.12%	179
2022 Q1	$349K	Buy	2,542 +702	+38%	+$101K	0.19%	143
2021 Q4	$285K	Sell	1,840 -187	-9%	-$30.2K	0.13%	165
2021 Q3	$343K	Buy	2,027 +63	+3%	+$11.2K	0.16%	142
2021 Q2	$345K	Buy	1,964 +145	+8%	+$26.1K	0.19%	144
2021 Q1	$336K	Buy	1,819 +226	+14%	+$41.7K	0.19%	125
2020 Q4	$289K	Buy	+1,593	New	+$229K	0.2%	116
2020 Q1	–	Sell	-1,173	Closed	-$170K	–	209
2019 Q4	$170K	Buy	+1,173	New	+$164K	0.13%	136

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Total Clarity Wealth Management's DIS Position: Q3 2025 in Review

Total Clarity Wealth Management sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 1,814 shares — an estimated $225K sold.

Total Clarity Wealth Management first reported a position in DIS in Q4 2019 and held it in 11 quarters. The position peaked at $349K in Q1 2022. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

Total Clarity Wealth Management reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
Total Clarity Wealth Management sold 1,814 Walt Disney shares in Q3 2025, an estimated $225K.
Total Clarity Wealth Management first reported a position in Walt Disney in Q4 2019 and held it in 11 quarters.
Total Clarity Wealth Management's Walt Disney position peaked at $349K in Q1 2022.
3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Total Clarity Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.