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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Synergy Financial Group's DIS Position: Q1 2026 in Review

Synergy Financial Group reduced its Walt Disney (DIS) stake by 0.31% in Q1 2026, selling an estimated $3.17K and leaving 9,760 shares worth $941K. The position accounts for 0.71% of the portfolio, ranked #28.

Synergy Financial Group first reported a position in DIS in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.13M in Q4 2021. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Synergy Financial Group held 9,760 shares of Walt Disney worth $941K as of Q1 2026.
  • Synergy Financial Group sold 30 Walt Disney shares in Q1 2026, an estimated $3.17K.
  • Walt Disney made up 0.71% of Synergy Financial Group's portfolio in Q1 2026, its #28 holding.
  • Synergy Financial Group first reported a position in Walt Disney in Q4 2021 and has held it in 18 quarters since.
  • Synergy Financial Group's Walt Disney position peaked at $2.13M in Q4 2021.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.