B.A. Schrock Wealth Management, Inc.’s Spotify SPOT Stock Holding History

B.A. Schrock Wealth Management, Inc.’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	$3.81M	Buy	+7,751	New	+$3.95M	1.39%	24

Other funds holding SPOT

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

LPPL

Loftus Peak Pty Ltd Sydney, Australia $781M AUM

BCAM

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s SPOT Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in Spotify (SPOT) in Q3 2026: 7,751 shares worth $3.81M. The stake represents 1.39% of the portfolio and ranks #24 among its holdings.

116 funds tracked by Wall St. Rank hold SPOT as of Q3 2026.

B.A. Schrock Wealth Management, Inc. held 7,751 shares of Spotify worth $3.81M as of Q3 2026.
Spotify was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
Spotify made up 1.39% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #24 holding.
116 funds tracked by Wall St. Rank held Spotify as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.