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Synergy Financial Group’s Walt Disney DIS Stock Holding History

Synergy 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
Q2 		$939K Sell
9,758
-2
-0% -$204 0.68% 31
2026
Q1 		$941K Sell
9,760
-30
-0.3% -$3.17K 0.71% 28
2025
Q4 		$1.11M Sell
9,790
-189
-2% -$20.8K 0.78% 25
2025
Q3 		$1.14M Sell
9,979
-153
-2% -$18K 0.77% 27
2025
Q2 		$1.26M Sell
10,132
-186
-2% -$19.3K 0.93% 26
2025
Q1 		$1.02M Sell
10,318
-36
-0.3% -$3.87K 0.91% 26
2024
Q4 		$1.15M Sell
10,354
-197
-2% -$20.7K 0.96% 24
2024
Q3 		$1.01M Sell
10,551
-4
-0% -$368 0.96% 24
2024
Q2 		$1.05M Sell
10,555
-435
-4% -$46.8K 1.1% 20
2024
Q1 		$1.34M Sell
10,990
-346
-3% -$36.1K 1.52% 14
2023
Q4 		$1.02M Sell
11,336
-405
-3% -$35.7K 1.25% 17
2023
Q3 		$952K Sell
11,741
-980
-8% -$83.7K 1.33% 20
2023
Q2 		$1.14M Buy
12,721
+1,662
+15% +$157K 1.53% 16
2023
Q1 		$1.11M Buy
11,059
+126
+1% +$12.7K 1.8% 14
2022
Q4 		$950K Sell
10,933
-1,786
-14% -$171K 1.88% 16
2022
Q3 		$1.2M Hold
12,719
– – 1.8% 15
2022
Q2 		$1.2M Sell
12,719
-2,129
-14% -$236K 1.88% 13
2022
Q1 		$2.04M Buy
14,848
+1,078
+8% +$156K 2.14% 12
2021
Q4 		$2.13M Buy
+13,770
New +$2.22M 1.91% 11

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

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

Synergy Financial Group reduced its Walt Disney (DIS) stake by 0.02% in Q2 2026, selling an estimated $204 and leaving 9,758 shares worth $939K. The position accounts for 0.68% of the portfolio, ranked #31.

Synergy Financial Group first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.13M in Q4 2021. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Synergy Financial Group held 9,758 shares of Walt Disney worth $939K as of Q2 2026.
  • Synergy Financial Group sold 2 Walt Disney shares in Q2 2026, an estimated $204.
  • Walt Disney made up 0.68% of Synergy Financial Group's portfolio in Q2 2026, its #31 holding.
  • Synergy Financial Group first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
  • Synergy Financial Group's Walt Disney position peaked at $2.13M in Q4 2021.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.