SAG
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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
2026
Q2 		– Sell
-509
Closed -$247K – 633
2026
Q1 		$247K Sell
509
-272
-35% -$137K 0.01% 516
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 $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

SageView Advisory Group's SPOT Position: Q2 2026 in Review

SageView Advisory Group sold out of Spotify (SPOT) in Q2 2026, closing a stake of 509 shares — an estimated $247K sold.

SageView Advisory Group first reported a position in SPOT in Q1 2025 and held it in 5 quarters. The position peaked at $793K in Q3 2025. 1,253 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • SageView Advisory Group reported no remaining Spotify position as of Q2 2026 after selling out during the quarter.
  • SageView Advisory Group sold 509 Spotify shares in Q2 2026, an estimated $247K.
  • SageView Advisory Group first reported a position in Spotify in Q1 2025 and held it in 5 quarters.
  • SageView Advisory Group's Spotify position peaked at $793K in Q3 2025.
  • 1,253 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.