AWA
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Arkadios Wealth Advisors’s Spotify SPOT Stock Holding History

Arkadios Wealth Advisors’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 		– Sell
-474
Closed -$230K – 1876
2026
Q1 		$230K Buy
474
+33
+7% +$16.6K ﹤0.01% 1500
2025
Q4 		$256K Sell
441
-150
-25% -$93.8K 0.01% 1322
2025
Q3 		$413K Buy
+591
New +$413K 0.01% 1024
2021
Q4 		– Sell
-121
Closed -$27K – 1613
2021
Q3 		$27K Sell
121
-184
-60% -$43.4K ﹤0.01% 1109
2021
Q2 		$84K Buy
305
+95
+45% +$24.1K 0.01% 776
2021
Q1 		$56K Buy
210
+165
+367% +$51.4K 0.01% 663
2020
Q4 		$14K Sell
45
-66
-59% -$18.6K ﹤0.01% 876
2020
Q3 		$29.1K Hold
111
– – 0.01% 518
2020
Q2 		$29.2K Buy
111
+16
+17% +$2.74K 0.02% 471
2020
Q1 		$11.5K Buy
95
+24
+34% +$3.4K 0.01% 611
2019
Q4 		$10K Buy
+71
New +$9.75K 0.01% 591

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

Arkadios Wealth Advisors's SPOT Position: Q2 2026 in Review

Arkadios Wealth Advisors sold out of Spotify (SPOT) in Q2 2026, closing a stake of 474 shares — an estimated $230K sold.

Arkadios Wealth Advisors first reported a position in SPOT in Q4 2019 and held it in 11 quarters. The position peaked at $413K in Q3 2025. 1,252 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Arkadios Wealth Advisors reported no remaining Spotify position as of Q2 2026 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 474 Spotify shares in Q2 2026, an estimated $230K.
  • Arkadios Wealth Advisors first reported a position in Spotify in Q4 2019 and held it in 11 quarters.
  • Arkadios Wealth Advisors's Spotify position peaked at $413K in Q3 2025.
  • 1,252 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.