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United Asset Strategies’s Walt Disney DIS Stock Holding History

United Asset Strategies’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 		$6.68M Buy
69,436
+1,118
+2% +$114K 0.47% 54
2026
Q1 		$6.58M Buy
68,318
+2,086
+3% +$220K 0.52% 53
2025
Q4 		$7.54M Buy
66,232
+1,696
+3% +$187K 0.58% 48
2025
Q3 		$7.39M Buy
64,536
+852
+1% +$100K 0.59% 49
2025
Q2 		$7.9M Buy
63,684
+725
+1% +$75.3K 0.67% 47
2025
Q1 		$6.21M Buy
62,959
+2,166
+4% +$233K 0.58% 54
2024
Q4 		$6.77M Buy
60,793
+507
+0.8% +$53.3K 0.62% 47
2024
Q3 		$5.8M Buy
60,286
+2,100
+4% +$193K 0.54% 52
2024
Q2 		$5.78M Buy
58,186
+1,513
+3% +$163K 0.57% 52
2024
Q1 		$6.93M Buy
56,673
+603
+1% +$63K 0.69% 49
2023
Q4 		$5.06M Sell
56,070
-167
-0.3% -$14.7K 0.57% 51
2023
Q3 		$4.56M Buy
56,237
+33,582
+148% +$2.87M 0.59% 47
2023
Q2 		$2.02M Sell
22,655
-10,598
-32% -$1M 0.25% 86
2023
Q1 		$3.33M Buy
33,253
+4,092
+14% +$413K 0.44% 64
2022
Q4 		$2.53M Sell
29,161
-12,092
-29% -$1.16M 0.35% 70
2022
Q3 		$3.89M Sell
41,253
-808
-2% -$86.5K 0.6% 54
2022
Q2 		$3.97M Sell
42,061
-12,412
-23% -$1.38M 0.58% 53
2022
Q1 		$7.47M Buy
54,473
+1,367
+3% +$198K 0.95% 41
2021
Q4 		$8.23M Buy
53,106
+48,360
+1,019% +$7.81M 0.98% 38
2021
Q3 		$803K Sell
4,746
-1,544
-25% -$275K 0.1% 129
2021
Q2 		$1.11M Buy
6,290
+384
+7% +$69.1K 0.15% 107
2021
Q1 		$1.09M Sell
5,906
-7,996
-58% -$1.47M 0.16% 103
2020
Q4 		$2.52M Sell
13,902
-35,034
-72% -$5.03M 0.4% 66
2020
Q3 		$6.07M Sell
48,936
-587
-1% -$73.4K 1.12% 33
2020
Q2 		$5.52M Buy
49,523
+516
+1% +$57K 1.09% 34
2020
Q1 		$4.73M Sell
49,007
-8,737
-15% -$1.1M 1.17% 29
2019
Q4 		$8.35M Sell
57,744
-12,356
-18% -$1.72M 1.62% 15
2019
Q3 		$9.13M Buy
70,100
+1,878
+3% +$260K 2% 7
2019
Q2 		$9.53M Sell
68,222
-488
-0.7% -$64.7K 2.19% 8
2019
Q1 		$7.63M Buy
68,710
+4,132
+6% +$462K 1.79% 11
2018
Q4 		$7.08M Buy
64,578
+74
+0.1% +$8.41K 1.93% 11
2018
Q3 		$7.54M Buy
64,504
+2,263
+4% +$252K 1.78% 13
2018
Q2 		$6.52M Buy
62,241
+2,615
+4% +$267K 1.72% 10
2018
Q1 		$5.99M Buy
59,626
+2,653
+5% +$282K 1.77% 12
2017
Q4 		$6.13M Sell
56,973
-4
-0% -$412 1.64% 14
2017
Q3 		$5.62M Sell
56,977
-104
-0.2% -$10.7K 3.18% 5
2017
Q2 		$6.07M Buy
57,081
+5,684
+11% +$622K 1.8% 15
2017
Q1 		$5.83M Buy
51,397
+5,297
+11% +$583K 1.78% 15
2016
Q4 		$4.8M Sell
46,100
-71
-0.2% -$6.92K 1.57% 20
2016
Q3 		$4.25M Buy
46,171
+37,637
+441% +$3.6M 1.49% 27
2016
Q2 		$835K Buy
8,534
+330
+4% +$33K 0.31% 71
2016
Q1 		$815K Sell
8,204
-267
-3% -$25.8K 0.36% 65
2015
Q4 		$890K Buy
8,471
+623
+8% +$69.4K 0.39% 64
2015
Q3 		$792K Buy
7,848
+618
+9% +$67.3K 0.36% 67
2015
Q2 		$825K Buy
7,230
+37
+0.5% +$4.06K 0.37% 72
2015
Q1 		$782K Buy
7,193
+672
+10% +$67.8K 0.36% 67
2014
Q4 		$614K Sell
6,521
-208
-3% -$18.8K 0.26% 80
2014
Q3 		$599K Sell
6,729
-283
-4% -$25K 0.27% 80
2014
Q2 		$601K Buy
7,012
+609
+10% +$49.7K 0.29% 75
2014
Q1 		$513K Buy
6,403
+294
+5% +$22.8K 0.29% 69
2013
Q4 		$467K Buy
6,109
+324
+6% +$22.4K 0.32% 65
2013
Q3 		$373K Sell
5,785
-526
-8% -$33.7K 0.24% 73
2013
Q2 		$399K Buy
+6,311
New +$399K 0.26% 76

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

United Asset Strategies's DIS Position: Q2 2026 in Review

United Asset Strategies increased its Walt Disney (DIS) stake by 1.6% in Q2 2026, buying an estimated $114K and bringing the position to 69,436 shares worth $6.68M. The position accounts for 0.47% of the portfolio, ranked #54.

United Asset Strategies first reported a position in DIS in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.53M in Q2 2019. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • United Asset Strategies held 69,436 shares of Walt Disney worth $6.68M as of Q2 2026.
  • United Asset Strategies bought 1,118 Walt Disney shares in Q2 2026, an estimated $114K.
  • Walt Disney made up 0.47% of United Asset Strategies's portfolio in Q2 2026, its #54 holding.
  • United Asset Strategies first reported a position in Walt Disney in Q2 2013 and has held it in 53 quarters since.
  • United Asset Strategies's Walt Disney position peaked at $9.53M in Q2 2019.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.