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Aviso Financial’s Spotify SPOT Stock Holding History

Aviso Financial’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 		$5.02M Buy
10,942
+309
+3% +$147K 0.17% 65
2026
Q1 		$5.16M Buy
+10,633
New +$5.34M 0.18% 62
2025
Q3 		– Sell
-3
Closed -$2.3K – 368
2025
Q2 		$2.3K Buy
+3
New +$1.93K ﹤0.01% 328

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

Aviso Financial's SPOT Position: Q2 2026 in Review

Aviso Financial increased its Spotify (SPOT) stake by 2.9% in Q2 2026, buying an estimated $147K and bringing the position to 10,942 shares worth $5.02M. The position accounts for 0.17% of the portfolio, ranked #65.

Aviso Financial first reported a position in SPOT in Q2 2025 and has held it in 3 quarters since. The position peaked at $5.16M in Q1 2026. 1,253 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Aviso Financial held 10,942 shares of Spotify worth $5.02M as of Q2 2026.
  • Aviso Financial bought 309 Spotify shares in Q2 2026, an estimated $147K.
  • Spotify made up 0.17% of Aviso Financial's portfolio in Q2 2026, its #65 holding.
  • Aviso Financial first reported a position in Spotify in Q2 2025 and has held it in 3 quarters since.
  • Aviso Financial's Spotify position peaked at $5.16M in Q1 2026.
  • 1,253 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.