AFT
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Alpha Family Trust’s Spotify SPOT Stock Holding History

Alpha Family Trust’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
Q1 		$289K Hold
595
– – 0.14% 139
2025
Q4 		$346K Hold
595
– – 0.16% 113
2025
Q3 		$415K Hold
595
– – 0.19% 93
2025
Q2 		$457K Hold
595
– – 0.23% 82
2025
Q1 		$327K Hold
595
– – 0.19% 106
2024
Q4 		$266K Hold
595
– – 0.15% 115
2024
Q3 		$219K Buy
+595
New +$198K 0.12% 145

Other funds holding SPOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Alpha Family Trust's SPOT Position: Q1 2026 in Review

Alpha Family Trust held its Spotify (SPOT) position steady in Q1 2026 at 595 shares worth $289K. The position accounts for 0.14% of the portfolio, ranked #139.

Alpha Family Trust first reported a position in SPOT in Q3 2024 and has held it in 7 quarters since. The position peaked at $457K in Q2 2025. 1,274 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Alpha Family Trust held 595 shares of Spotify worth $289K as of Q1 2026.
  • Alpha Family Trust left its Spotify share count unchanged in Q1 2026.
  • Spotify made up 0.14% of Alpha Family Trust's portfolio in Q1 2026, its #139 holding.
  • Alpha Family Trust first reported a position in Spotify in Q3 2024 and has held it in 7 quarters since.
  • Alpha Family Trust's Spotify position peaked at $457K in Q2 2025.
  • 1,274 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.