Position in DIS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$59,726,975
-$1,816,474 QoQ
Shares Held
620,540
-2.8% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#185
of 2,924 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DIS Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $92,646,269 across 12 Entertainment names. DIS ranks #1 (64.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DIS |
Walt Disney Co
This page
|
620,540 | $59,726,975 | |
| 2 | NFLX |
Netflix Inc
|
359,212 | $25,647,736 | |
| 3 | WBD |
Warner Bros. Discovery, Inc.
|
91,027 | $2,426,779 | |
| 4 | LYV |
Live Nation Entertainment, Inc.
|
6,409 | $1,173,551 | |
| 5 | NWSA |
News Corp
|
33,008 | $819,588 | |
| 6 | SIRI |
Sirius Xm Holdings Inc.
|
19,623 | $579,663 | |
| 7 | ROKU |
Roku, Inc
|
3,691 | $509,874 | |
| 8 | TKO |
TKO Group Holdings, Inc.
|
2,336 | $470,260 |
All Filings in DIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,726,975 | 620,540 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $61,543,449 | 638,550 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $70,134,881 | 616,462 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $58,624,343 | 512,003 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $66,372,260 | 535,217 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $54,847,293 | 555,697 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $54,812,705 | 492,256 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $36,602,218 | 380,520 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $39,539,561 | 398,223 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $49,286,730 | 402,801 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $36,947,119 | 409,205 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $56,148,198 | 692,760 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $67,084,902 | 751,399 | Shares | Defined | 2023-08-14 | |
| 2022-12-31 | $62,126,671 | 715,086 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $72,080,948 | 764,136 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $72,846,592 | 771,680 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $94,678,393 | 690,277 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $104,352,490 | 673,720 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $111,571,844 | 659,525 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $115,049,023 | 654,543 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $119,477,438 | 647,504 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $125,552,848 | 692,973 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $91,744,007 | 739,394 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $77,121,988 | 691,615 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $62,431,807 | 646,292 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||