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Greenberg Financial Group’s Walt Disney DIS Stock Holding History

Greenberg 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
2025
Q4 		$744K Buy
+6,541
New +$720K 0.31% 45
2025
Q2 		$452K Sell
4,699
-383
-8% -$39.8K 0.17% 72
2025
Q1 		$490K Buy
+5,082
New +$546K 0.2% 61

Other funds holding DIS

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Greenberg Financial Group's DIS Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in Walt Disney (DIS) in Q4 2025: 6,541 shares worth $744K. The stake represents 0.31% of the portfolio and ranks #45 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in DIS as recently as Q2 2025.

Greenberg Financial Group first reported a position in DIS in Q1 2025 and has held it in 3 quarters since. 3,175 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • Greenberg Financial Group held 6,541 shares of Walt Disney worth $744K as of Q4 2025.
  • Walt Disney was a new Greenberg Financial Group position in Q4 2025.
  • Walt Disney made up 0.31% of Greenberg Financial Group's portfolio in Q4 2025, its #45 holding.
  • Greenberg Financial Group first reported a position in Walt Disney in Q1 2025 and has held it in 3 quarters since.
  • 3,175 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.