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Baltimore-Washington Financial Advisors’s Spotify SPOT Stock Holding History

Baltimore-Washington Financial 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 		$253K Hold
551
– – 0.01% 180
2026
Q1 		$267K Hold
551
– – 0.01% 162
2025
Q4 		$320K Buy
551
+7
+1% +$4.38K 0.01% 153
2025
Q3 		$380K Buy
544
+1
+0.2% +$699 0.02% 131
2025
Q2 		$417K Buy
543
+28
+5% +$18K 0.02% 120
2025
Q1 		$283K Buy
515
+9
+2% +$5.03K 0.02% 129
2024
Q4 		$226K Buy
+506
New +$217K 0.01% 140
2022
Q4 		– Sell
-30,320
Closed -$2.62M – 150
2022
Q3 		$2.62M Sell
30,320
-1,097
-3% -$117K 0.22% 73
2022
Q2 		$2.95M Buy
31,417
+3,081
+11% +$347K 0.32% 70
2022
Q1 		$7.58M Sell
28,336
-4,805
-14% -$820K 0.74% 56
2021
Q4 		$7.76M Buy
33,141
+2,193
+7% +$549K 0.63% 61
2021
Q3 		$6.97M Buy
30,948
+1,384
+5% +$326K 0.61% 61
2021
Q2 		$8.15M Buy
29,564
+1,548
+6% +$393K 0.76% 55
2021
Q1 		$7.51M Buy
28,016
+233
+0.8% +$72.6K 0.76% 56
2020
Q4 		$8.74M Buy
27,783
+433
+2% +$122K 0.95% 47
2020
Q3 		$6.63M Sell
27,350
-328
-1% -$84.7K 0.86% 47
2020
Q2 		$7.15M Buy
27,678
+1,819
+7% +$312K 0.98% 42
2020
Q1 		$3.14M Buy
25,859
+725
+3% +$103K 0.57% 63
2019
Q4 		$3.76M Buy
25,134
+2,996
+14% +$411K 0.55% 65
2019
Q3 		$2.52M Buy
22,138
+3,010
+16% +$425K 0.41% 67
2019
Q2 		$2.8M Buy
19,128
+4,200
+28% +$578K 0.47% 65
2019
Q1 		$2.07M Buy
+14,928
New +$2.04M 0.36% 70

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

Baltimore-Washington Financial Advisors's SPOT Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors held its Spotify (SPOT) position steady in Q2 2026 at 551 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #180.

Baltimore-Washington Financial Advisors first reported a position in SPOT in Q1 2019 and has held it in 22 quarters since. The position peaked at $8.74M in Q4 2020. 1,252 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Baltimore-Washington Financial Advisors held 551 shares of Spotify worth $253K as of Q2 2026.
  • Baltimore-Washington Financial Advisors left its Spotify share count unchanged in Q2 2026.
  • Spotify made up 0.01% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #180 holding.
  • Baltimore-Washington Financial Advisors first reported a position in Spotify in Q1 2019 and has held it in 22 quarters since.
  • Baltimore-Washington Financial Advisors's Spotify position peaked at $8.74M in Q4 2020.
  • 1,252 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.