UFPG
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United Financial Planning Group’s Walt Disney DIS Stock Holding History

United Financial Planning 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 		$43.6K Sell
453
-52
-10% -$5.3K 0.02% 105
2026
Q1 		$48.7K Buy
505
+56
+12% +$5.92K 0.03% 85
2025
Q4 		$51.1K Buy
449
+55
+14% +$6.06K 0.03% 90
2025
Q3 		$45.1K Buy
+394
New +$46.4K 0.03% 85

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

United Financial Planning Group's DIS Position: Q2 2026 in Review

United Financial Planning Group reduced its Walt Disney (DIS) stake by 10% in Q2 2026, selling an estimated $5.3K and leaving 453 shares worth $43.6K. The position accounts for 0.02% of the portfolio, ranked #105.

United Financial Planning Group first reported a position in DIS in Q3 2025 and has held it in 4 quarters since. The position peaked at $51.1K in Q4 2025. 2,929 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • United Financial Planning Group held 453 shares of Walt Disney worth $43.6K as of Q2 2026.
  • United Financial Planning Group sold 52 Walt Disney shares in Q2 2026, an estimated $5.3K.
  • Walt Disney made up 0.02% of United Financial Planning Group's portfolio in Q2 2026, its #105 holding.
  • United Financial Planning Group first reported a position in Walt Disney in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's Walt Disney position peaked at $51.1K in Q4 2025.
  • 2,929 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.