AWE
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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
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

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

Avidian Wealth Enterprises's SPOT Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Spotify (SPOT) stake by 58% in Q2 2026, buying an estimated $131K and bringing the position to 746 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #563.

Avidian Wealth Enterprises first reported a position in SPOT in Q1 2019 and has held it in 8 quarters since. The position peaked at $598K in Q4 2019. 1,249 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Avidian Wealth Enterprises held 746 shares of Spotify worth $343K as of Q2 2026.
  • Avidian Wealth Enterprises bought 275 Spotify shares in Q2 2026, an estimated $131K.
  • Spotify made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #563 holding.
  • Avidian Wealth Enterprises first reported a position in Spotify in Q1 2019 and has held it in 8 quarters since.
  • Avidian Wealth Enterprises's Spotify position peaked at $598K in Q4 2019.
  • 1,249 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.