BFP
DIS icon

Birchwood Financial Partners’s Walt Disney DIS Stock Holding History

Birchwood Financial Partners’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
Q2 		$45.3K Hold
471
– – 0.04% 177
2026
Q1 		$45.4K Buy
471
+1
+0.2% +$106 0.04% 174
2025
Q4 		$53.5K Buy
+470
New +$51.8K 0.05% 157

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 $3.37T AUM 44.26% 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

Birchwood Financial Partners's DIS Position: Q2 2026 in Review

Birchwood Financial Partners held its Walt Disney (DIS) position steady in Q2 2026 at 471 shares worth $45.3K. The position accounts for 0.04% of the portfolio, ranked #177.

Birchwood Financial Partners first reported a position in DIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $53.5K in Q4 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Birchwood Financial Partners held 471 shares of Walt Disney worth $45.3K as of Q2 2026.
  • Birchwood Financial Partners left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.04% of Birchwood Financial Partners's portfolio in Q2 2026, its #177 holding.
  • Birchwood Financial Partners first reported a position in Walt Disney in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's Walt Disney position peaked at $53.5K in Q4 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.