AO
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Advisor OS’s Spotify SPOT Stock Holding History

Advisor OS’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 		$2M Buy
4,362
+869
+25% +$414K 0.13% 117
2026
Q1 		$1.69M Sell
3,493
-85
-2% -$42.7K 0.12% 124
2025
Q4 		$2.08M Buy
3,578
+771
+27% +$482K 0.17% 95
2025
Q3 		$1.96M Buy
2,807
+666
+31% +$466K 0.17% 85
2025
Q2 		$1.64M Buy
2,141
+394
+23% +$253K 0.16% 93
2025
Q1 		$961K Buy
1,747
+1,290
+282% +$721K 0.11% 131
2024
Q4 		$204K Sell
457
-458
-50% -$196K 0.02% 396
2024
Q3 		$337K Sell
915
-62
-6% -$20.6K 0.03% 303
2024
Q2 		$307K Buy
+977
New +$294K 0.03% 300

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

Advisor OS's SPOT Position: Q2 2026 in Review

Advisor OS increased its Spotify (SPOT) stake by 25% in Q2 2026, buying an estimated $414K and bringing the position to 4,362 shares worth $2M. The position accounts for 0.13% of the portfolio, ranked #117.

Advisor OS first reported a position in SPOT in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.08M in Q4 2025. 1,252 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Advisor OS held 4,362 shares of Spotify worth $2M as of Q2 2026.
  • Advisor OS bought 869 Spotify shares in Q2 2026, an estimated $414K.
  • Spotify made up 0.13% of Advisor OS's portfolio in Q2 2026, its #117 holding.
  • Advisor OS first reported a position in Spotify in Q2 2024 and has held it in 9 quarters since.
  • Advisor OS's Spotify position peaked at $2.08M in Q4 2025.
  • 1,252 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.