United Advisor Group’s Walt Disney DIS Stock Holding History

United Advisor 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	$709K	Buy	7,370 +800	+12%	+$81.6K	0.07%	263
2026 Q1	$633K	Sell	6,570 -82	-1%	-$8.67K	0.08%	244
2025 Q4	$757K	Sell	6,652 -531	-7%	-$58.5K	0.09%	219
2025 Q3	$822K	Sell	7,183 -907	-11%	-$107K	0.11%	195
2025 Q2	$1M	Buy	8,090 +4,458	+123%	+$463K	0.17%	136
2025 Q1	$359K	Sell	3,632 -1,175	-24%	-$126K	0.07%	247
2024 Q4	$535K	Sell	4,807 -408	-8%	-$42.9K	0.11%	186
2024 Q3	$502K	Buy	5,215 +2,443	+88%	+$225K	0.11%	190
2024 Q2	$275K	Buy	+2,772	New	+$298K	0.09%	212

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

United Advisor Group's DIS Position: Q2 2026 in Review

United Advisor Group increased its Walt Disney (DIS) stake by 12% in Q2 2026, buying an estimated $81.6K and bringing the position to 7,370 shares worth $709K. The position accounts for 0.07% of the portfolio, ranked #263.

United Advisor Group first reported a position in DIS in Q2 2024 and has held it in 9 quarters since. The position peaked at $1M in Q2 2025. 2,937 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

United Advisor Group held 7,370 shares of Walt Disney worth $709K as of Q2 2026.
United Advisor Group bought 800 Walt Disney shares in Q2 2026, an estimated $81.6K.
Walt Disney made up 0.07% of United Advisor Group's portfolio in Q2 2026, its #263 holding.
United Advisor Group first reported a position in Walt Disney in Q2 2024 and has held it in 9 quarters since.
United Advisor Group's Walt Disney position peaked at $1M in Q2 2025.
2,937 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.