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
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

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

Aprio Wealth Management's SPOT Position: Q2 2026 in Review

Aprio Wealth Management increased its Spotify (SPOT) stake by 9.7% in Q2 2026, buying an estimated $33.8K and bringing the position to 805 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #459.

Aprio Wealth Management first reported a position in SPOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $471K in Q2 2025. 1,253 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Aprio Wealth Management held 805 shares of Spotify worth $370K as of Q2 2026.
  • Aprio Wealth Management bought 71 Spotify shares in Q2 2026, an estimated $33.8K.
  • Spotify made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #459 holding.
  • Aprio Wealth Management first reported a position in Spotify in Q4 2024 and has held it in 7 quarters since.
  • Aprio Wealth Management's Spotify position peaked at $471K in Q2 2025.
  • 1,253 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.