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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 		– Hold
0
– -$79.6K – 480
2025
Q4 		– Hold
0
– – – 469

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Berger Financial Group's DIS Position: Q2 2026 in Review

Berger Financial Group reduced its Walt Disney (DIS) stake by 11% in Q2 2026, selling an estimated $43.7K and leaving 3,596 shares worth $346K. The position accounts for 0.02% of the portfolio, ranked #356.

Berger Financial Group first reported a position in DIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.8M in Q4 2021. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Berger Financial Group held 3,596 shares of Walt Disney worth $346K as of Q2 2026.
  • Berger Financial Group sold 429 Walt Disney shares in Q2 2026, an estimated $43.7K.
  • Walt Disney made up 0.02% of Berger Financial Group's portfolio in Q2 2026, its #356 holding.
  • Berger Financial Group first reported a position in Walt Disney in Q4 2020 and has held it in 23 quarters since.
  • Berger Financial Group's Walt Disney position peaked at $1.8M in Q4 2021.
  • 2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.