SAG
SPOT icon

SageView Advisory Group’s Spotify SPOT Stock Holding History

SageView Advisory Group’s Portfolio SPOT Stock Details SPOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$454K Sell
781
-355
-31% -$222K 0.02% 375
2025
Q3 		$793K Buy
1,136
+23
+2% +$16.1K 0.03% 295
2025
Q2 		$780K Buy
1,113
+258
+30% +$166K 0.03% 277
2025
Q1 		$470K Buy
+855
New +$478K 0.02% 361

Other funds holding SPOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

SageView Advisory Group's SPOT Position: Q4 2025 in Review

SageView Advisory Group reduced its Spotify (SPOT) stake by 31% in Q4 2025, selling an estimated $222K and leaving 781 shares worth $454K. The position accounts for 0.02% of the portfolio, ranked #375.

SageView Advisory Group first reported a position in SPOT in Q1 2025 and has held it in 4 quarters since. The position peaked at $793K in Q3 2025. 1,322 funds tracked by Wall St. Rank hold SPOT as of Q4 2025.

  • SageView Advisory Group held 781 shares of Spotify worth $454K as of Q4 2025.
  • SageView Advisory Group sold 355 Spotify shares in Q4 2025, an estimated $222K.
  • Spotify made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #375 holding.
  • SageView Advisory Group first reported a position in Spotify in Q1 2025 and has held it in 4 quarters since.
  • SageView Advisory Group's Spotify position peaked at $793K in Q3 2025.
  • 1,322 funds tracked by Wall St. Rank held Spotify as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.