Merit Financial Group’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.4M | Sell |
66,505
-2,435
| -4% | -$248K | 0.04% | 368 |
|
|
2026
Q1 | $6.64M | Buy |
68,940
+551
| +0.8% | +$58.2K | 0.05% | 322 |
|
|
2025
Q4 | $7.78M | Buy |
68,389
+11,828
| +21% | +$1.3M | 0.06% | 248 |
|
|
2025
Q3 | $6.48M | Buy |
56,561
+1,001
| +2% | +$118K | 0.06% | 254 |
|
|
2025
Q2 | $6.89M | Sell |
55,560
-1,612
| -3% | -$167K | 0.08% | 199 |
|
|
2025
Q1 | $5.64M | Buy |
57,172
+18,272
| +47% | +$1.96M | 0.08% | 198 |
|
|
2024
Q4 | $4.33M | Buy |
38,900
+5,955
| +18% | +$626K | 0.08% | 212 |
|
|
2024
Q3 | $3.17M | Buy |
32,945
+5,907
| +22% | +$543K | 0.07% | 217 |
|
|
2024
Q2 | $2.68M | Sell |
27,038
-832
| -3% | -$89.6K | 0.06% | 228 |
|
|
2024
Q1 | $3.17M | Buy |
27,870
+7,815
| +39% | +$816K | 0.08% | 203 |
|
|
2023
Q4 | $1.81M | Sell |
20,055
-1,110
| -5% | -$97.9K | 0.06% | 219 |
|
|
2023
Q3 | $1.72M | Sell |
21,165
-3,193
| -13% | -$273K | 0.06% | 244 |
|
|
2023
Q2 | $2.17M | Buy |
24,358
+5,490
| +29% | +$520K | 0.07% | 210 |
|
|
2023
Q1 | $1.89M | Sell |
18,868
-24,282
| -56% | -$2.45M | 0.07% | 210 |
|
|
2022
Q4 | $3.75M | Sell |
43,150
-1,588
| -4% | -$152K | 0.14% | 116 |
|
|
2022
Q3 | $4.22M | Buy |
44,738
+16,746
| +60% | +$1.79M | 0.18% | 76 |
|
|
2022
Q2 | $2.64M | Buy |
27,992
+16,651
| +147% | +$1.85M | 0.08% | 157 |
|
|
2022
Q1 | $1.56M | Buy |
11,341
+2,226
| +24% | +$322K | 0.09% | 119 |
|
|
2021
Q4 | $1.41M | Buy |
9,115
+1,979
| +28% | +$320K | 0.14% | 79 |
|
|
2021
Q3 | $1.21M | Buy |
7,136
+108
| +2% | +$19.3K | 0.13% | 81 |
|
|
2021
Q2 | $1.24M | Buy |
7,028
+134
| +2% | +$24.1K | 0.12% | 83 |
|
|
2021
Q1 | $1.27M | Buy |
6,894
+1,321
| +24% | +$244K | 0.13% | 77 |
|
|
2020
Q4 | $1.01M | Sell |
5,573
-651
| -10% | -$93.4K | 0.1% | 87 |
|
|
2020
Q3 | $772K | Sell |
6,224
-309
| -5% | -$38.6K | 0.07% | 105 |
|
|
2020
Q2 | $729K | Sell |
6,533
-3,192
| -33% | -$352K | 0.07% | 97 |
|
|
2020
Q1 | $939K | Buy |
9,725
+1,368
| +16% | +$173K | 0.1% | 81 |
|
|
2019
Q4 | $1.21M | Buy |
8,357
+4,038
| +93% | +$564K | 0.11% | 78 |
|
|
2019
Q3 | $563K | Sell |
4,319
-288
| -6% | -$39.8K | 0.06% | 79 |
|
|
2019
Q2 | $643K | Buy |
4,607
+49
| +1% | +$6.5K | 0.08% | 47 |
|
|
2019
Q1 | $506K | Buy |
+4,558
| New | +$509K | 0.06% | 60 |
|
|
2018
Q2 | – | Sell |
-2,133
| Closed | -$214K | – | 115 |
|
|
2018
Q1 | $214K | Buy |
+2,133
| New | +$227K | 0.04% | 104 |
|
Other funds holding DIS
Merit Financial Group's DIS Position: Q2 2026 in Review
Merit Financial Group reduced its Walt Disney (DIS) stake by 3.5% in Q2 2026, selling an estimated $248K and leaving 66,505 shares worth $6.4M. The position accounts for 0.04% of the portfolio, ranked #368.
Merit Financial Group first reported a position in DIS in Q1 2018 and has held it in 31 quarters since. The position peaked at $7.78M in Q4 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.
- Merit Financial Group held 66,505 shares of Walt Disney worth $6.4M as of Q2 2026.
- Merit Financial Group sold 2,435 Walt Disney shares in Q2 2026, an estimated $248K.
- Walt Disney made up 0.04% of Merit Financial Group's portfolio in Q2 2026, its #368 holding.
- Merit Financial Group first reported a position in Walt Disney in Q1 2018 and has held it in 31 quarters since.
- Merit Financial Group's Walt Disney position peaked at $7.78M in Q4 2025.
- 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.
Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.