UAS
DIS icon

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
2020
Q3 		– Sell
-100
Closed -$2K – 194
2020
Q2 		$2K Hold
100
– – ﹤0.01% 186
2020
Q1 		$2K Buy
+100
New +$12.6K ﹤0.01% 175

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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. 1,878 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.
  • 1,878 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.