Univest Financial’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 | $614K | Sell |
6,371
-184
| -3% | -$19.4K | 0.03% | 180 |
|
|
2025
Q4 | $746K | Sell |
6,555
-675
| -9% | -$74.3K | 0.04% | 170 |
|
|
2025
Q3 | $828K | Sell |
7,230
-355
| -5% | -$41.8K | 0.05% | 161 |
|
|
2025
Q2 | $941K | Sell |
7,585
-598
| -7% | -$62.1K | 0.06% | 153 |
|
|
2025
Q1 | $808K | Sell |
8,183
-2,416
| -23% | -$260K | 0.05% | 167 |
|
|
2024
Q4 | $1.18M | Sell |
10,599
-1,491
| -12% | -$157K | 0.07% | 147 |
|
|
2024
Q3 | $1.16M | Buy |
12,090
+8,866
| +275% | +$816K | 0.08% | 141 |
|
|
2024
Q2 | $320K | Sell |
3,224
-150
| -4% | -$16.1K | 0.09% | 97 |
|
|
2024
Q1 | $413K | Sell |
3,374
-1
| -0% | -$104 | 0.12% | 70 |
|
|
2023
Q4 | $305K | Sell |
3,375
-118
| -3% | -$10.4K | 0.09% | 90 |
|
|
2023
Q3 | $283K | Sell |
3,493
-35,816
| -91% | -$3.06M | 0.09% | 81 |
|
|
2023
Q2 | $3.51M | Buy |
39,309
+1,993
| +5% | +$189K | 1.06% | 40 |
|
|
2023
Q1 | $3.74M | Buy |
37,316
+12,038
| +48% | +$1.21M | 1.17% | 36 |
|
|
2022
Q4 | $2.2M | Sell |
25,278
-4,209
| -14% | -$403K | 0.69% | 49 |
|
|
2022
Q3 | $2.78M | Sell |
29,487
-4,045
| -12% | -$433K | 0.91% | 37 |
|
|
2022
Q2 | $3.17M | Buy |
33,532
+1,437
| +4% | +$159K | 1.03% | 39 |
|
|
2022
Q1 | $4.4M | Buy |
32,095
+6,173
| +24% | +$892K | 1.24% | 33 |
|
|
2021
Q4 | $4.01M | Buy |
25,922
+385
| +2% | +$62.2K | 1.02% | 36 |
|
|
2021
Q3 | $4.32M | Buy |
25,537
+915
| +4% | +$163K | 1.21% | 35 |
|
|
2021
Q2 | $4.33M | Sell |
24,622
-1,946
| -7% | -$350K | 1.19% | 38 |
|
|
2021
Q1 | $4.9M | Sell |
26,568
-13,440
| -34% | -$2.48M | 1.38% | 26 |
|
|
2020
Q4 | $7.25M | Sell |
40,008
-2,328
| -5% | -$334K | 2.1% | 8 |
|
|
2020
Q3 | $5.25M | Sell |
42,336
-1,621
| -4% | -$203K | 1.66% | 19 |
|
|
2020
Q2 | $4.9M | Buy |
43,957
+9,231
| +27% | +$1.02M | 1.62% | 19 |
|
|
2020
Q1 | $3.35M | Sell |
34,726
-5,568
| -14% | -$704K | 1.33% | 29 |
|
|
2019
Q4 | $4.2M | Buy |
40,294
+4,689
| +13% | +$654K | 1.78% | 6 |
|
|
2019
Q3 | $4.64M | Sell |
35,605
-309
| -0.9% | -$42.7K | 1.49% | 24 |
|
|
2019
Q2 | $5.01M | Sell |
35,914
-489
| -1% | -$64.9K | 1.59% | 14 |
|
|
2019
Q1 | $4.04M | Sell |
36,403
-1,092
| -3% | -$122K | 1.32% | 31 |
|
|
2018
Q4 | $4.11M | Sell |
37,495
-8,825
| -19% | -$1M | 1.51% | 19 |
|
|
2018
Q3 | $5.42M | Sell |
46,320
-3,796
| -8% | -$423K | 1.65% | 10 |
|
|
2018
Q2 | $5.25M | Sell |
50,116
-1,766
| -3% | -$181K | 2.1% | 9 |
|
|
2018
Q1 | $5.21M | Sell |
51,882
-531
| -1% | -$56.4K | 2.25% | 12 |
|
|
2017
Q4 | $5.63M | Sell |
52,413
-170
| -0.3% | -$17.5K | 2.27% | 7 |
|
|
2017
Q3 | $5.18M | Buy |
52,583
+8,755
| +20% | +$901K | 2.19% | 7 |
|
|
2017
Q2 | $4.66M | Buy |
43,828
+41
| +0.1% | +$4.49K | 1.96% | 7 |
|
|
2017
Q1 | $4.96M | Buy |
43,787
+3,493
| +9% | +$385K | 2.17% | 4 |
|
|
2016
Q4 | $4.2M | Buy |
40,294
+736
| +2% | +$71.8K | 1.78% | 6 |
|
|
2016
Q3 | $3.67M | Buy |
39,558
+864
| +2% | +$82.7K | 1.66% | 20 |
|
|
2016
Q2 | $3.79M | Sell |
38,694
-2,084
| -5% | -$208K | 1.73% | 13 |
|
|
2016
Q1 | $4.05M | Sell |
40,778
-714
| -2% | -$68.9K | 1.84% | 9 |
|
|
2015
Q4 | $4.36M | Buy |
41,492
+22
| +0.1% | +$2.45K | 1.99% | 7 |
|
|
2015
Q3 | $4.24M | Buy |
41,470
+919
| +2% | +$100K | 2.07% | 4 |
|
|
2015
Q2 | $4.63M | Sell |
40,551
-2,515
| -6% | -$276K | 2.13% | 4 |
|
|
2015
Q1 | $4.52M | Sell |
43,066
-4,783
| -10% | -$483K | 2.03% | 4 |
|
|
2014
Q4 | $4.51M | Buy |
47,849
+1,798
| +4% | +$162K | 1.97% | 6 |
|
|
2014
Q3 | $4.1M | Sell |
46,051
-3,069
| -6% | -$271K | 1.92% | 7 |
|
|
2014
Q2 | $4.21M | Buy |
49,120
+162
| +0.3% | +$13.2K | 1.98% | 4 |
|
|
2014
Q1 | $3.92M | Sell |
48,958
-4,441
| -8% | -$344K | 1.96% | 5 |
|
|
2013
Q4 | $4.08M | Buy |
53,399
+2,092
| +4% | +$145K | 2.01% | 7 |
|
|
2013
Q3 | $3.31M | Buy |
51,307
+405
| +0.8% | +$26K | 1.76% | 16 |
|
|
2013
Q2 | $3.21M | Buy |
+50,902
| New | +$3.22M | 1.76% | 15 |
|
Other funds holding DIS
VCM
VPM
Univest Financial's DIS Position: Q1 2026 in Review
Univest Financial reduced its Walt Disney (DIS) stake by 2.8% in Q1 2026, selling an estimated $19.4K and leaving 6,371 shares worth $614K. The position accounts for 0.03% of the portfolio, ranked #180.
Univest Financial first reported a position in DIS in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.25M in Q4 2020. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.
- Univest Financial held 6,371 shares of Walt Disney worth $614K as of Q1 2026.
- Univest Financial sold 184 Walt Disney shares in Q1 2026, an estimated $19.4K.
- Walt Disney made up 0.03% of Univest Financial's portfolio in Q1 2026, its #180 holding.
- Univest Financial first reported a position in Walt Disney in Q2 2013 and has held it in 52 quarters since.
- Univest Financial's Walt Disney position peaked at $7.25M in Q4 2020.
- 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.
Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.