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Walt Disney Company shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Walt Disney Company

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All positions including Walt Disney Company held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Walt Disney Company by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $49M 403k 122.36
2023-12-31 $37M 409k 90.29
2023-09-30 $56M 693k 81.05
2023-06-30 $67M 751k 89.28
2023-03-31 $76M 755k 100.13
2022-12-31 $62M 715k 86.88
2022-09-30 $72M 764k 94.33
2022-06-30 $73M 772k 94.40
2022-03-31 $95M 690k 137.16
2021-12-31 $104M 674k 154.89
2021-09-30 $112M 660k 169.17
2021-06-30 $115M 655k 175.77
2021-03-31 $120M 648k 184.52
2020-12-31 $126M 693k 181.18
2020-09-30 $92M 739k 124.08
2020-06-30 $77M 692k 111.51
2020-03-31 $62M 646k 96.60
2019-12-31 $91M 628k 144.63
2019-09-30 $79M 605k 130.32
2019-06-30 $78M 561k 139.64
2019-03-31 $57M 515k 111.03
2018-12-31 $56M 506k 109.65
2018-09-30 $58M 500k 116.94
2018-06-30 $44M 421k 104.81
2018-03-31 $40M 396k 100.44
2017-12-31 $41M 379k 107.77
2017-09-30 $36M 368k 98.57
2017-06-30 $37M 352k 106.25
2017-03-31 $39M 342k 113.39
2016-12-31 $35M 332k 104.22
2016-09-30 $26M 276k 92.86
2016-06-30 $27M 275k 98.00
2016-03-31 $33M 334k 99.35
2015-12-31 $35M 331k 105.08
2015-09-30 $35M 339k 102.20
2015-06-30 $38M 329k 114.14
2015-03-31 $36M 333k 108.72
2014-12-31 $21M 226k 94.19
2014-09-30 $17M 187k 89.03
2014-06-30 $17M 193k 85.74
2014-03-31 $15M 182k 80.07
2013-12-31 $3.9M 52k 76.40
2013-09-30 $8.4M 131k 64.49
2013-06-30 $6.7M 107k 63.15
2013-03-31 $6.3M 111k 56.80
2012-12-31 $5.4M 108k 49.79
2012-09-30 $3.3M 63k 52.27
2012-06-30 $5.6M 116k 48.50
2011-12-31 $2.2M 60k 37.49
2011-09-30 $1.6M 54k 30.17
2011-03-31 $5.2M 121k 43.09
2010-12-31 $1.1M 30k 37.50

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Apple Common Stock (AAPL)
Microsoft Corporation Common Stock (MSFT)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Currency Hedged Msci Eafe Etf Exchange Traded Fund (HEFA)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Nvidia Corporation Common Stock (NVDA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)

View all positions for United Capital Financial Advisers

Top funds holding Walt Disney Company

Vanguard Group
BlackRock
Geode Capital Management
FMR
Trian Fund Management
State Farm Mutual Automobile Insurance Company
Citadel Advisors
Northern Trust
Susquehanna International
Bank of America Corporation
Royal Bank of Canada
Loomis, Sayles and
Legal & General Group
Amundi
Bank of New York Mellon

View all funds holding Walt Disney Company