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DIS
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Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in DISNEY WALT CO

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 638,550 shares of DIS (DISNEY WALT CO), worth $61.5M as of 2026-Q1. The position was increased (+3.6% shares). DIS represents 0.4% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$61.5M

Current Shares

638,550

Total Value Change

+$22M

Total Shares Change

+240,327

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
638,550
+3.6%
$61.5M0.4%$103.30
37
2025-Q4
Increased
616,462
+20.4%
$70.1M0.4%$114.79
42
2025-Q3
Decreased
512,003
-4.3%
$58.6M0.4%$114.01
0
2025-Q2
Decreased
535,217
-3.7%
$66.4M0.5%$121.52
0
2025-Q1
Increased
555,697
+12.9%
$54.8M0.5%$97.00
40
2024-Q4
Increased
492,256
+29.4%
$54.8M0.5%$109.59
44
2024-Q3
Decreased
380,520
-4.5%
$36.6M0.3%$94.54
0
2024-Q2
Decreased
398,223
-1.1%
$39.5M0.3%$97.32
0

Other major holders of DIS: VANGUARD GROUP INC, BlackRock, Inc.

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