UCFA
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United Capital Financial Advisors’s Spotify SPOT Stock Holding History

United Capital Financial Advisors’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 		$3.92M Buy
8,543
+188
+2% +$89.6K 0.02% 430
2026
Q1 		$4.05M Buy
8,355
+2,195
+36% +$1.1M 0.02% 403
2025
Q4 		$3.58M Sell
6,160
-399
-6% -$249K 0.02% 405
2025
Q3 		$4.58M Buy
6,559
+711
+12% +$497K 0.03% 320
2025
Q2 		$4.49M Sell
5,848
-308
-5% -$198K 0.04% 298
2025
Q1 		$3.39M Buy
6,156
+98
+2% +$54.8K 0.03% 333
2024
Q4 		$2.71M Buy
6,058
+3,780
+166% +$1.62M 0.02% 364
2024
Q3 		$840K Buy
2,278
+21
+0.9% +$6.98K 0.01% 590
2024
Q2 		$708K Sell
2,257
-160
-7% -$48.2K 0.01% 616
2024
Q1 		$638K Buy
2,417
+40
+2% +$9.39K 0.01% 670
2023
Q4 		$447K Buy
+2,377
New +$415K ﹤0.01% 752
2023
Q1 		– Sell
-21,410
Closed -$1.69M – 1064
2022
Q4 		$1.69M Buy
21,410
+9,937
+87% +$801K 0.01% 512
2022
Q3 		$990K Sell
11,473
-946
-8% -$101K 0.01% 615
2022
Q2 		$1.17M Sell
12,419
-985
-7% -$111K 0.01% 611
2022
Q1 		$2.02M Sell
13,404
-1,021
-7% -$174K 0.01% 510
2021
Q4 		$3.38M Buy
14,425
+236
+2% +$59K 0.02% 444
2021
Q3 		$3.2M Buy
14,189
+478
+3% +$113K 0.02% 446
2021
Q2 		$3.78M Buy
13,711
+897
+7% +$228K 0.02% 415
2021
Q1 		$3.43M Buy
12,814
+1,635
+15% +$510K 0.02% 411
2020
Q4 		$3.52M Sell
11,179
-8,363
-43% -$2.36M 0.02% 409
2020
Q3 		$4.74M Buy
19,542
+16,048
+459% +$4.15M 0.03% 352
2020
Q2 		$902K Sell
3,494
-208
-6% -$35.7K 0.01% 692
2020
Q1 		$450K Sell
3,702
-1,355
-27% -$192K ﹤0.01% 855
2019
Q4 		$756K Buy
5,057
+48
+1% +$6.59K ﹤0.01% 878
2019
Q3 		$571K Sell
5,009
-168
-3% -$23.7K ﹤0.01% 913
2019
Q2 		$757K Buy
5,177
+872
+20% +$120K ﹤0.01% 900
2019
Q1 		$598K Buy
+4,305
New +$589K ﹤0.01% 922
2018
Q4 		– Sell
-1,873
Closed -$339K – 1361
2018
Q3 		$339K Buy
+1,873
New +$344K ﹤0.01% 1063

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

United Capital Financial Advisors's SPOT Position: Q2 2026 in Review

United Capital Financial Advisors increased its Spotify (SPOT) stake by 2.3% in Q2 2026, buying an estimated $89.6K and bringing the position to 8,543 shares worth $3.92M. The position accounts for 0.02% of the portfolio, ranked #430.

United Capital Financial Advisors first reported a position in SPOT in Q3 2018 and has held it in 28 quarters since. The position peaked at $4.74M in Q3 2020. 1,249 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • United Capital Financial Advisors held 8,543 shares of Spotify worth $3.92M as of Q2 2026.
  • United Capital Financial Advisors bought 188 Spotify shares in Q2 2026, an estimated $89.6K.
  • Spotify made up 0.02% of United Capital Financial Advisors's portfolio in Q2 2026, its #430 holding.
  • United Capital Financial Advisors first reported a position in Spotify in Q3 2018 and has held it in 28 quarters since.
  • United Capital Financial Advisors's Spotify position peaked at $4.74M in Q3 2020.
  • 1,249 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.