United Capital Financial Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $61.5M | Buy |
638,550
+22,088
| +4% | +$2.33M | 0.38% | 47 |
|
|
2025
Q4 | $70.1M | Buy |
616,462
+104,459
| +20% | +$11.5M | 0.42% | 43 |
|
|
2025
Q3 | $58.6M | Sell |
512,003
-23,214
| -4% | -$2.73M | 0.42% | 47 |
|
|
2025
Q2 | $66.4M | Sell |
535,217
-20,480
| -4% | -$2.13M | 0.54% | 37 |
|
|
2025
Q1 | $54.8M | Buy |
555,697
+63,441
| +13% | +$6.82M | 0.47% | 42 |
|
|
2024
Q4 | $54.8M | Buy |
492,256
+111,736
| +29% | +$11.7M | 0.46% | 46 |
|
|
2024
Q3 | $36.6M | Sell |
380,520
-17,703
| -4% | -$1.63M | 0.3% | 72 |
|
|
2024
Q2 | $39.5M | Sell |
398,223
-4,578
| -1% | -$493K | 0.34% | 60 |
|
|
2024
Q1 | $49.3M | Sell |
402,801
-6,404
| -2% | -$669K | 0.41% | 56 |
|
|
2023
Q4 | $36.9M | Sell |
409,205
-283,555
| -41% | -$25M | 0.31% | 74 |
|
|
2023
Q3 | $56.1M | Sell |
692,760
-58,639
| -8% | -$5.01M | 0.37% | 58 |
|
|
2023
Q2 | $67.1M | Sell |
751,399
-265
| -0% | -$25.1K | 0.37% | 51 |
|
|
2023
Q1 | $75.3M | Buy |
751,664
+36,578
| +5% | +$3.69M | 0.42% | 44 |
|
|
2022
Q4 | $62.1M | Sell |
715,086
-49,050
| -6% | -$4.69M | 0.35% | 61 |
|
|
2022
Q3 | $72.1M | Sell |
764,136
-7,544
| -1% | -$807K | 0.43% | 44 |
|
|
2022
Q2 | $72.8M | Buy |
771,680
+81,403
| +12% | +$9.04M | 0.4% | 44 |
|
|
2022
Q1 | $94.7M | Buy |
690,277
+16,557
| +2% | +$2.39M | 0.46% | 40 |
|
|
2021
Q4 | $104M | Buy |
673,720
+14,195
| +2% | +$2.29M | 0.48% | 39 |
|
|
2021
Q3 | $112M | Buy |
659,525
+4,982
| +0.8% | +$888K | 0.56% | 33 |
|
|
2021
Q2 | $115M | Buy |
654,543
+7,039
| +1% | +$1.27M | 0.58% | 31 |
|
|
2021
Q1 | $119M | Sell |
647,504
-45,469
| -7% | -$8.39M | 0.66% | 24 |
|
|
2020
Q4 | $126M | Sell |
692,973
-46,421
| -6% | -$6.66M | 0.76% | 19 |
|
|
2020
Q3 | $91.7M | Buy |
739,394
+47,779
| +7% | +$5.97M | 0.6% | 25 |
|
|
2020
Q2 | $77.1M | Buy |
691,615
+45,323
| +7% | +$5M | 0.56% | 31 |
|
|
2020
Q1 | $62.4M | Buy |
646,292
+18,797
| +3% | +$2.38M | 0.52% | 36 |
|
|
2019
Q4 | $90.8M | Buy |
627,495
+22,114
| +4% | +$3.09M | 0.59% | 25 |
|
|
2019
Q3 | $78.9M | Buy |
605,381
+43,987
| +8% | +$6.08M | 0.55% | 27 |
|
|
2019
Q2 | $78.4M | Buy |
561,394
+46,006
| +9% | +$6.1M | 0.51% | 35 |
|
|
2019
Q1 | $57.2M | Buy |
515,388
+9,324
| +2% | +$1.04M | 0.4% | 51 |
|
|
2018
Q4 | $55.5M | Buy |
506,064
+6,416
| +1% | +$729K | 0.44% | 44 |
|
|
2018
Q3 | $58.4M | Buy |
499,648
+78,762
| +19% | +$8.77M | 0.41% | 52 |
|
|
2018
Q2 | $44.1M | Buy |
420,886
+24,578
| +6% | +$2.51M | 0.33% | 60 |
|
|
2018
Q1 | $39.8M | Buy |
396,308
+17,324
| +5% | +$1.84M | 0.3% | 71 |
|
|
2017
Q4 | $40.8M | Buy |
378,984
+11,182
| +3% | +$1.15M | 0.32% | 66 |
|
|
2017
Q3 | $36.3M | Buy |
367,802
+15,536
| +4% | +$1.6M | 0.31% | 69 |
|
|
2017
Q2 | $37.4M | Buy |
352,266
+10,427
| +3% | +$1.14M | 0.34% | 62 |
|
|
2017
Q1 | $38.8M | Buy |
341,839
+9,812
| +3% | +$1.08M | 0.36% | 59 |
|
|
2016
Q4 | $34.6M | Buy |
332,027
+56,005
| +20% | +$5.46M | 0.34% | 61 |
|
|
2016
Q3 | $25.6M | Buy |
276,022
+1,484
| +0.5% | +$142K | 0.25% | 91 |
|
|
2016
Q2 | $26.9M | Sell |
274,538
-59,036
| -18% | -$5.9M | 0.27% | 76 |
|
|
2016
Q1 | $33.1M | Buy |
333,574
+2,152
| +0.6% | +$208K | 0.37% | 50 |
|
|
2015
Q4 | $34.8M | Sell |
331,422
-7,761
| -2% | -$865K | 0.4% | 46 |
|
|
2015
Q3 | $34.7M | Buy |
339,183
+9,949
| +3% | +$1.08M | 0.42% | 42 |
|
|
2015
Q2 | $37.6M | Sell |
329,234
-4,161
| -1% | -$457K | 0.44% | 44 |
|
|
2015
Q1 | $36.2M | Buy |
333,395
+107,311
| +47% | +$10.8M | 0.44% | 43 |
|
|
2014
Q4 | $21.3M | Buy |
226,084
+39,207
| +21% | +$3.53M | 0.32% | 79 |
|
|
2014
Q3 | $16.6M | Sell |
186,877
-5,828
| -3% | -$514K | 0.29% | 92 |
|
|
2014
Q2 | $16.5M | Buy |
192,705
+11,110
| +6% | +$907K | 0.31% | 89 |
|
|
2014
Q1 | $14.5M | Buy |
181,595
+130,129
| +253% | +$10.1M | 0.31% | 74 |
|
|
2013
Q4 | $3.93M | Sell |
51,466
-79,072
| -61% | -$5.48M | 0.13% | 163 |
|
|
2013
Q3 | $8.42M | Buy |
130,538
+24,011
| +23% | +$1.54M | 0.27% | 83 |
|
|
2013
Q2 | $6.73M | Buy |
+106,527
| New | +$6.73M | 0.18% | 142 |
|
Other funds holding DIS
VCM
VPM
United Capital Financial Advisors's DIS Position: Q1 2026 in Review
United Capital Financial Advisors increased its Walt Disney (DIS) stake by 3.6% in Q1 2026, buying an estimated $2.33M and bringing the position to 638,550 shares worth $61.5M. The position accounts for 0.38% of the portfolio, ranked #47.
United Capital Financial Advisors first reported a position in DIS in Q2 2013 and has held it in 52 quarters since. The position peaked at $126M in Q4 2020. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.
- United Capital Financial Advisors held 638,550 shares of Walt Disney worth $61.5M as of Q1 2026.
- United Capital Financial Advisors bought 22,088 Walt Disney shares in Q1 2026, an estimated $2.33M.
- Walt Disney made up 0.38% of United Capital Financial Advisors's portfolio in Q1 2026, its #47 holding.
- United Capital Financial Advisors first reported a position in Walt Disney in Q2 2013 and has held it in 52 quarters since.
- United Capital Financial Advisors's Walt Disney position peaked at $126M in Q4 2020.
- 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.