United Financial Planning Group »

Walt Disney Company shares owned by United Financial Planning Group

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

Historical chart of United Financial Planning Group investment in Walt Disney Company

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Walt Disney Company by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $49k 505 96.38

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Walt Disney Company

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Vanguard Portfolio Management
Morgan Stanley
FMR
Wellington Management Company
Northern Trust
Bank of America Corporation
Ubs Global Asset Management Americas
State Farm Mutual Automobile Insurance Company
Ameriprise Financial
Loomis, Sayles and

View all funds holding Walt Disney Company