Balance Wealth’s Spotify SPOT Stock Holding History

Balance Wealth’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	$2.44K	Buy	+5	New	+$2.54K	﹤0.01%	745

Other funds holding SPOT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Balance Wealth's SPOT Position: Q3 2026 in Review

Balance Wealth opened a new position in Spotify (SPOT) in Q3 2026: 5 shares worth $2.44K. The stake represents ﹤0.01% of the portfolio and ranks #745 among its holdings.

1,018 funds tracked by Wall St. Rank hold SPOT as of Q3 2026.

Balance Wealth held 5 shares of Spotify worth $2.44K as of Q3 2026.
Spotify was a new Balance Wealth position in Q3 2026.
Spotify made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #745 holding.
1,018 funds tracked by Wall St. Rank held Spotify as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.