AWM
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Aprio Wealth Management’s Spotify SPOT Stock Holding History

Aprio 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
Q1 		$356K Buy
734
+126
+21% +$63.2K 0.02% 448
2025
Q4 		$353K Sell
608
-25
-4% -$15.6K 0.02% 394
2025
Q3 		$442K Buy
633
+19
+3% +$13.3K 0.04% 246
2025
Q2 		$471K Sell
614
-43
-7% -$27.6K 0.05% 199
2025
Q1 		$361K Sell
657
-98
-13% -$54.8K 0.05% 235
2024
Q4 		$338K Buy
+755
New +$323K 0.05% 189

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

Aprio Wealth Management's SPOT Position: Q1 2026 in Review

Aprio Wealth Management increased its Spotify (SPOT) stake by 21% in Q1 2026, buying an estimated $63.2K and bringing the position to 734 shares worth $356K. The position accounts for 0.02% of the portfolio, ranked #448.

Aprio Wealth Management first reported a position in SPOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $471K in Q2 2025. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Aprio Wealth Management held 734 shares of Spotify worth $356K as of Q1 2026.
  • Aprio Wealth Management bought 126 Spotify shares in Q1 2026, an estimated $63.2K.
  • Spotify made up 0.02% of Aprio Wealth Management's portfolio in Q1 2026, its #448 holding.
  • Aprio Wealth Management first reported a position in Spotify in Q4 2024 and has held it in 6 quarters since.
  • Aprio Wealth Management's Spotify position peaked at $471K in Q2 2025.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.