UAG
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United Advisor Group’s Spotify SPOT Stock Holding History

United Advisor 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
Q3 		$224K Buy
+460
New +$234K 0.02% 526

Other funds holding SPOT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

United Advisor Group's SPOT Position: Q3 2026 in Review

United Advisor Group opened a new position in Spotify (SPOT) in Q3 2026: 460 shares worth $224K. The stake represents 0.02% of the portfolio and ranks #526 among its holdings.

1,018 funds tracked by Wall St. Rank hold SPOT as of Q3 2026.

  • United Advisor Group held 460 shares of Spotify worth $224K as of Q3 2026.
  • Spotify was a new United Advisor Group position in Q3 2026.
  • Spotify made up 0.02% of United Advisor Group's portfolio in Q3 2026, its #526 holding.
  • 1,018 funds tracked by Wall St. Rank held Spotify as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.