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Acumen Wealth Advisors’s Spotify SPOT Stock Holding History

Acumen Wealth Advisors’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 		$16.1K Buy
35
+5
+17% +$2.38K ﹤0.01% 267
2026
Q1 		$14.5K Buy
30
+23
+329% +$11.5K ﹤0.01% 256
2025
Q4 		$4.07K Buy
+7
New +$4.38K ﹤0.01% 396

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

Acumen Wealth Advisors's SPOT Position: Q2 2026 in Review

Acumen Wealth Advisors increased its Spotify (SPOT) stake by 17% in Q2 2026, buying an estimated $2.38K and bringing the position to 35 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Acumen Wealth Advisors first reported a position in SPOT in Q4 2025 and has held it in 3 quarters since. 1,247 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Acumen Wealth Advisors held 35 shares of Spotify worth $16.1K as of Q2 2026.
  • Acumen Wealth Advisors bought 5 Spotify shares in Q2 2026, an estimated $2.38K.
  • Spotify made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #267 holding.
  • Acumen Wealth Advisors first reported a position in Spotify in Q4 2025 and has held it in 3 quarters since.
  • 1,247 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.