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
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 $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

Arkadios Wealth Advisors's SPOT Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Spotify (SPOT) stake by 7.5% in Q1 2026, buying an estimated $16.6K and bringing the position to 474 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1500.

Arkadios Wealth Advisors first reported a position in SPOT in Q4 2019 and has held it in 11 quarters since. The position peaked at $413K in Q3 2025. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Arkadios Wealth Advisors held 474 shares of Spotify worth $230K as of Q1 2026.
  • Arkadios Wealth Advisors bought 33 Spotify shares in Q1 2026, an estimated $16.6K.
  • Spotify made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1500 holding.
  • Arkadios Wealth Advisors first reported a position in Spotify in Q4 2019 and has held it in 11 quarters since.
  • Arkadios Wealth Advisors's Spotify position peaked at $413K in Q3 2025.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.