United Capital Financial Advisors
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United Capital Financial Advisors’s Warner Music WMG Stock Holding History

United Capital Financial Advisors’s Portfolio WMG Stock Details WMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-8,246
Closed -$211K – 1745
2026
Q1 		$211K Buy
+8,246
New +$234K ﹤0.01% 1537

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DPCM
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Vanguard Capital Management
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Fidelity International
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Goldman Sachs
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United Capital Financial Advisors's WMG Position: Q2 2026 in Review

United Capital Financial Advisors sold out of Warner Music (WMG) in Q2 2026, closing a stake of 8,246 shares — an estimated $211K sold.

United Capital Financial Advisors first reported a position in WMG in Q1 2026 and held it in 1 quarter. The position peaked at $211K in Q1 2026. 337 funds tracked by Wall St. Rank hold WMG as of Q2 2026.

  • United Capital Financial Advisors reported no remaining Warner Music position as of Q2 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 8,246 Warner Music shares in Q2 2026, an estimated $211K.
  • United Capital Financial Advisors first reported a position in Warner Music in Q1 2026 and held it in 1 quarter.
  • United Capital Financial Advisors's Warner Music position peaked at $211K in Q1 2026.
  • 337 funds tracked by Wall St. Rank held Warner Music as of Q2 2026.

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