Avidian Wealth Enterprises’s Spotify SPOT Stock Holding History

Avidian Wealth Enterprises’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	$458K	Buy	940 +194	+26%	+$98.7K	0.01%	499
2026 Q2	$343K	Buy	746 +275	+58%	+$131K	0.01%	563
2026 Q1	$228K	Buy	+471	New	+$236K	0.01%	612
2025 Q4	–	Sell	-299	Closed	-$209K	–	599
2025 Q3	$209K	Sell	299 -24	-7%	-$16.8K	0.01%	548
2025 Q2	$248K	Buy	+323	New	+$207K	0.01%	476
2021 Q1	–	Sell	-666	Closed	-$210K	–	401
2020 Q4	$210K	Buy	+666	New	+$188K	0.02%	295
2020 Q3	–	Sell	-1,082	Closed	-$279K	–	302
2020 Q2	$279K	Buy	+1,082	New	+$185K	0.04%	205
2020 Q1	–	Sell	-3,998	Closed	-$598K	–	249
2019 Q4	$598K	Buy	+3,998	New	+$549K	0.09%	98
2019 Q2	–	Sell	-3,853	Closed	-$535K	–	162
2019 Q1	$535K	Buy	+3,853	New	+$527K	0.12%	60

Other funds holding SPOT

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

DJYG

David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return

BAM

Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

Avidian Wealth Enterprises's SPOT Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Spotify (SPOT) stake by 26% in Q3 2026, buying an estimated $98.7K and bringing the position to 940 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #499.

Avidian Wealth Enterprises first reported a position in SPOT in Q1 2019 and has held it in 9 quarters since. The position peaked at $598K in Q4 2019. 41 funds tracked by Wall St. Rank hold SPOT as of Q3 2026.

Avidian Wealth Enterprises held 940 shares of Spotify worth $458K as of Q3 2026.
Avidian Wealth Enterprises bought 194 Spotify shares in Q3 2026, an estimated $98.7K.
Spotify made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #499 holding.
Avidian Wealth Enterprises first reported a position in Spotify in Q1 2019 and has held it in 9 quarters since.
Avidian Wealth Enterprises's Spotify position peaked at $598K in Q4 2019.
41 funds tracked by Wall St. Rank held Spotify as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.