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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

United Advisor Group's DIS Position: Q1 2026 in Review

United Advisor Group reduced its Walt Disney (DIS) stake by 1.2% in Q1 2026, selling an estimated $8.67K and leaving 6,570 shares worth $633K. The position accounts for 0.08% of the portfolio, ranked #244.

United Advisor Group first reported a position in DIS in Q2 2024 and has held it in 8 quarters since. The position peaked at $1M in Q2 2025. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

United Advisor Group held 6,570 shares of Walt Disney worth $633K as of Q1 2026.
United Advisor Group sold 82 Walt Disney shares in Q1 2026, an estimated $8.67K.
Walt Disney made up 0.08% of United Advisor Group's portfolio in Q1 2026, its #244 holding.
United Advisor Group first reported a position in Walt Disney in Q2 2024 and has held it in 8 quarters since.
United Advisor Group's Walt Disney position peaked at $1M in Q2 2025.
2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.