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 Q3	$381K	Sell	782 -23	-3%	-$11.7K	0.02%	465
2026 Q2	$370K	Buy	805 +71	+10%	+$33.8K	0.02%	459
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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Aprio Wealth Management's SPOT Position: Q3 2026 in Review

Aprio Wealth Management reduced its Spotify (SPOT) stake by 2.9% in Q3 2026, selling an estimated $11.7K and leaving 782 shares worth $381K. The position accounts for 0.02% of the portfolio, ranked #465.

Aprio Wealth Management first reported a position in SPOT in Q4 2024 and has held it in 8 quarters since. The position peaked at $471K in Q2 2025. 497 funds tracked by Wall St. Rank hold SPOT as of Q3 2026.

Aprio Wealth Management held 782 shares of Spotify worth $381K as of Q3 2026.
Aprio Wealth Management sold 23 Spotify shares in Q3 2026, an estimated $11.7K.
Spotify made up 0.02% of Aprio Wealth Management's portfolio in Q3 2026, its #465 holding.
Aprio Wealth Management first reported a position in Spotify in Q4 2024 and has held it in 8 quarters since.
Aprio Wealth Management's Spotify position peaked at $471K in Q2 2025.
497 funds tracked by Wall St. Rank held Spotify as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.