AWM
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Abound Wealth Management’s Spotify SPOT Stock Holding History

Abound Wealth Management’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 		$11K Sell
24
-2
-8% -$953 ﹤0.01% 459
2026
Q1 		$12.6K Sell
26
-4
-13% -$2.01K ﹤0.01% 494
2025
Q4 		$17.4K Buy
30
+6
+25% +$3.75K ﹤0.01% 395
2025
Q3 		$16.8K Hold
24
– – ﹤0.01% 397
2025
Q2 		$18.4K Buy
24
+23
+2,300% +$14.8K 0.01% 347
2025
Q1 		$718 Sell
1
-1
-50% -$559 ﹤0.01% 782
2024
Q4 		$895 Buy
+2
New +$856 ﹤0.01% 747
2024
Q1 		– Sell
-5
Closed -$940 – 1392
2023
Q4 		$940 Buy
+5
New +$873 ﹤0.01% 790

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

Abound Wealth Management's SPOT Position: Q2 2026 in Review

Abound Wealth Management reduced its Spotify (SPOT) stake by 7.7% in Q2 2026, selling an estimated $953 and leaving 24 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Abound Wealth Management first reported a position in SPOT in Q4 2023 and has held it in 8 quarters since. The position peaked at $18.4K in Q2 2025. 1,249 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Abound Wealth Management held 24 shares of Spotify worth $11K as of Q2 2026.
  • Abound Wealth Management sold 2 Spotify shares in Q2 2026, an estimated $953.
  • Spotify made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #459 holding.
  • Abound Wealth Management first reported a position in Spotify in Q4 2023 and has held it in 8 quarters since.
  • Abound Wealth Management's Spotify position peaked at $18.4K in Q2 2025.
  • 1,249 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.