Action Point Financial Planning’s Spotify SPOT Stock Holding History

Action Point Financial Planning’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	$17.9K	Buy	+40	New	+$19.1K	﹤0.01%	1174

Other funds holding SPOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Action Point Financial Planning's SPOT Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Spotify (SPOT) in Q2 2026: 40 shares worth $17.9K. The stake represents ﹤0.01% of the portfolio and ranks #1174 among its holdings.

1,245 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

Action Point Financial Planning held 40 shares of Spotify worth $17.9K as of Q2 2026.
Spotify was a new Action Point Financial Planning position in Q2 2026.
Spotify made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1174 holding.
1,245 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.