SEC 13F Intelligence

United Capital Financial Advisors, LLC / DIS

United Capital Financial Advisors, LLC’s Disney Walt Co Position

Does United Capital Financial Advisors, LLC own Disney Walt Co (DIS)? Yes — 638.5K shares worth $62M (+0.38% of its 13F portfolio) as of Q1 2026, up from 616.5K shares the prior filed quarter.

Position Value
$62M
Q1 2026
Shares
638.5K
% of Portfolio
+0.38%
Quarters Held
30
currently held

Position History DIS

Reported value by quarter
Q4 ’18: $55MQ4 ’18Q1 ’19: $57MQ2 ’19: $78MQ3 ’19: $79MQ4 ’19: $91MQ4 ’19Q1 ’20: $62MQ2 ’20: $77MQ3 ’20: $92MQ4 ’20: $126MQ4 ’20Q1 ’21: $119MQ2 ’21: $115MQ3 ’21: $112MQ4 ’21: $104MQ4 ’21Q1 ’22: $95MQ2 ’22: $73MQ3 ’22: $72MQ4 ’22: $62MQ4 ’22Q1 ’23: $76MQ2 ’23: $75MQ3 ’23: $56MQ4 ’23: $37MQ4 ’23Q1 ’24: $49MQ2 ’24: $40MQ3 ’24: $37MQ4 ’24: $55MQ4 ’24Q1 ’25: $55MQ2 ’25: $66MQ3 ’25: $59MQ4 ’25: $70MQ4 ’25Q1 ’26: $62Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026638.5K$62M+0.38%
Q4 2025616.5K$70M+0.42%
Q3 2025512.0K$59M+0.42%
Q2 2025535.2K$66M+0.54%
Q1 2025555.7K$55M+0.47%
Q4 2024492.3K$55M+0.46%
Q3 2024380.5K$37M+0.30%
Q2 2024398.2K$40M+0.34%
Q1 2024402.8K$49M+0.41%
Q4 2023409.2K$37M+0.31%
Q3 2023692.8K$56M+0.37%
Q2 2023751.7K$75M+0.42%
Q1 2023755.0K$76M+0.41%
Q4 2022715.1K$62M+0.35%
Q3 2022764.1K$72M+0.43%
Q2 2022771.7K$73M+0.40%
Q1 2022690.3K$95M+0.46%
Q4 2021673.7K$104M+0.48%
Q3 2021659.5K$112M+0.56%
Q2 2021654.5K$115M+0.58%
Q1 2021647.5K$119M+0.66%
Q4 2020693.0K$126M+0.76%
Q3 2020739.4K$92M+0.60%
Q2 2020691.6K$77M+0.56%
Q1 2020646.3K$62M+0.52%
Q4 2019627.5K$91M+0.59%
Q3 2019605.4K$79M+0.56%
Q2 2019561.4K$78M+0.51%
Q1 2019515.4K$57M+0.40%
Q4 2018506.1K$55M+0.44%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See United Capital Financial Advisors, LLC’s full portfolio or all institutional holders of DIS.