Asset Planning Inc
SPOT icon

Asset Planning Inc’s Spotify SPOT Stock Holding History

Asset Planning Inc’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 		$73.1K Hold
150
– – 0.05% 133
2026
Q2 		$68.9K Hold
150
– – 0.04% 135
2026
Q1 		$72.7K Buy
+150
New +$75.3K 0.05% 130

Other funds holding SPOT

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
KPS Global Asset Management (UK)
KPS Global Asset Management (UK) London, United Kingdom $625M AUM 17% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Asset Planning Inc's SPOT Position: Q3 2026 in Review

Asset Planning Inc held its Spotify (SPOT) position steady in Q3 2026 at 150 shares worth $73.1K. The position accounts for 0.05% of the portfolio, ranked #133.

Asset Planning Inc first reported a position in SPOT in Q1 2026 and has held it in 3 quarters since. 315 funds tracked by Wall St. Rank hold SPOT as of Q3 2026.

  • Asset Planning Inc held 150 shares of Spotify worth $73.1K as of Q3 2026.
  • Asset Planning Inc left its Spotify share count unchanged in Q3 2026.
  • Spotify made up 0.05% of Asset Planning Inc's portfolio in Q3 2026, its #133 holding.
  • Asset Planning Inc first reported a position in Spotify in Q1 2026 and has held it in 3 quarters since.
  • 315 funds tracked by Wall St. Rank held Spotify as of Q3 2026.

Based on Asset Planning Inc's 13F filing for Q3 2026, filed 26 Oct 2026.