AWM
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Activest Wealth Management’s Spotify SPOT Stock Holding History

Activest 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 		$23.9K Buy
52
+1
+2% +$477 ﹤0.01% 409
2026
Q1 		$24.7K Sell
51
-58
-53% -$29.1K ﹤0.01% 470
2025
Q4 		$63.3K Buy
109
+50
+85% +$31.3K 0.01% 285
2025
Q3 		$41.2K Buy
59
+7
+13% +$4.89K 0.01% 285
2025
Q2 		$39.9K Buy
52
+4
+8% +$2.57K 0.01% 234
2025
Q1 		$26.4K Buy
48
+4
+9% +$2.23K 0.01% 254
2024
Q4 		$19.7K Sell
44
-12
-21% -$5.14K 0.01% 250
2024
Q3 		$20.7K Buy
56
+12
+27% +$3.99K 0.01% 251
2024
Q2 		$13.8K Sell
44
-62
-58% -$18.7K ﹤0.01% 274
2024
Q1 		$28K Hold
106
– – 0.01% 153
2023
Q4 		$19.9K Hold
106
– – 0.01% 146
2023
Q3 		$16.4K Hold
106
– – 0.01% 146
2023
Q2 		$28.3K Buy
+106
New +$15.4K 0.02% 115

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

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

Activest Wealth Management increased its Spotify (SPOT) stake by 2% in Q2 2026, buying an estimated $477 and bringing the position to 52 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Activest Wealth Management first reported a position in SPOT in Q2 2023 and has held it in 13 quarters since. The position peaked at $63.3K in Q4 2025. 1,253 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Activest Wealth Management held 52 shares of Spotify worth $23.9K as of Q2 2026.
  • Activest Wealth Management bought 1 Spotify share in Q2 2026, an estimated $477.
  • Spotify made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #409 holding.
  • Activest Wealth Management first reported a position in Spotify in Q2 2023 and has held it in 13 quarters since.
  • Activest Wealth Management's Spotify position peaked at $63.3K in Q4 2025.
  • 1,253 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.