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Bartlett & Co Wealth Management’s Spotify SPOT Stock Holding History

Bartlett & Co Wealth Management’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 		$48.7K Buy
106
+94
+783% +$44.8K ﹤0.01% 743
2026
Q1 		$5.26K Buy
12
+6
+100% +$3.01K ﹤0.01% 1015
2025
Q4 		$3.48K Buy
+6
New +$3.75K ﹤0.01% 1061
2025
Q2 		– Sell
-4
Closed -$2.2K – 1322
2025
Q1 		$2.2K Buy
+4
New +$2.23K ﹤0.01% 1060
2020
Q1 		– Sell
-184
Closed -$27.5K – 895
2019
Q4 		$27.5K Buy
184
+20
+12% +$2.75K ﹤0.01% 614
2019
Q3 		$18.7K Buy
+164
New +$23.1K ﹤0.01% 663

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

Bartlett & Co Wealth Management's SPOT Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Spotify (SPOT) stake by 783% in Q2 2026, buying an estimated $44.8K and bringing the position to 106 shares worth $48.7K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Bartlett & Co Wealth Management first reported a position in SPOT in Q3 2019 and has held it in 6 quarters since. 1,249 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Bartlett & Co Wealth Management held 106 shares of Spotify worth $48.7K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 94 Spotify shares in Q2 2026, an estimated $44.8K.
  • Spotify made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #743 holding.
  • Bartlett & Co Wealth Management first reported a position in Spotify in Q3 2019 and has held it in 6 quarters since.
  • 1,249 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.