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AssuredPartners Investment Advisors’s Spotify SPOT Stock Holding History

AssuredPartners Investment 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 		$268K Buy
583
+131
+29% +$62.4K 0.03% 360
2026
Q1 		$219K Sell
452
-8
-2% -$4.01K 0.02% 371
2025
Q4 		$267K Buy
+460
New +$288K 0.04% 293

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 $3.38T AUM 44.17% 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

AssuredPartners Investment Advisors's SPOT Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Spotify (SPOT) stake by 29% in Q2 2026, buying an estimated $62.4K and bringing the position to 583 shares worth $268K. The position accounts for 0.03% of the portfolio, ranked #360.

AssuredPartners Investment Advisors first reported a position in SPOT in Q4 2025 and has held it in 3 quarters since. 1,254 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • AssuredPartners Investment Advisors held 583 shares of Spotify worth $268K as of Q2 2026.
  • AssuredPartners Investment Advisors bought 131 Spotify shares in Q2 2026, an estimated $62.4K.
  • Spotify made up 0.03% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #360 holding.
  • AssuredPartners Investment Advisors first reported a position in Spotify in Q4 2025 and has held it in 3 quarters since.
  • 1,254 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

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