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Berger Financial Group’s Walt Disney DIS Stock Holding History

Berger Financial Group’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 		$388K Sell
4,025
-876
-18% -$92.6K 0.02% 327
2025
Q4 		$558K Sell
4,901
-159
-3% -$17.5K 0.03% 277
2025
Q3 		$579K Buy
5,060
+61
+1% +$7.18K 0.03% 268
2025
Q2 		$620K Sell
4,999
-252
-5% -$26.2K 0.04% 247
2025
Q1 		$518K Sell
5,251
-658
-11% -$70.7K 0.04% 256
2024
Q4 		$658K Sell
5,909
-404
-6% -$42.4K 0.05% 218
2024
Q3 		$607K Sell
6,313
-4,115
-39% -$379K 0.04% 213
2024
Q2 		$1.04M Buy
10,428
+3,248
+45% +$350K 0.08% 149
2024
Q1 		$879K Sell
7,180
-217
-3% -$22.7K 0.07% 159
2023
Q4 		$668K Sell
7,397
-512
-6% -$45.1K 0.07% 144
2023
Q3 		$641K Sell
7,909
-640
-7% -$54.7K 0.07% 138
2023
Q2 		$763K Sell
8,549
-774
-8% -$73.3K 0.09% 130
2023
Q1 		$934K Buy
9,323
+140
+2% +$14.1K 0.11% 112
2022
Q4 		$798K Sell
9,183
-302
-3% -$28.9K 0.11% 120
2022
Q3 		$895K Sell
9,485
-694
-7% -$74.3K 0.13% 105
2022
Q2 		$961K Sell
10,179
-1,091
-10% -$121K 0.14% 95
2022
Q1 		$1.55M Sell
11,270
-331
-3% -$47.9K 0.2% 87
2021
Q4 		$1.8M Buy
11,601
+9,838
+558% +$1.59M 0.24% 85
2021
Q3 		$298K Sell
1,763
-133
-7% -$23.7K 0.05% 163
2021
Q2 		$333K Buy
1,896
+5
+0.3% +$899 0.06% 147
2021
Q1 		$349K Buy
1,891
+214
+13% +$39.5K 0.08% 139
2020
Q4 		$304K Buy
+1,677
New +$241K 0.05% 160

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

Berger Financial Group's DIS Position: Q1 2026 in Review

Berger Financial Group reduced its Walt Disney (DIS) stake by 18% in Q1 2026, selling an estimated $92.6K and leaving 4,025 shares worth $388K. The position accounts for 0.02% of the portfolio, ranked #327.

Berger Financial Group first reported a position in DIS in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.8M in Q4 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Berger Financial Group held 4,025 shares of Walt Disney worth $388K as of Q1 2026.
  • Berger Financial Group sold 876 Walt Disney shares in Q1 2026, an estimated $92.6K.
  • Walt Disney made up 0.02% of Berger Financial Group's portfolio in Q1 2026, its #327 holding.
  • Berger Financial Group first reported a position in Walt Disney in Q4 2020 and has held it in 22 quarters since.
  • Berger Financial Group's Walt Disney position peaked at $1.8M in Q4 2021.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.