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Beaird Harris Wealth Management’s Spotify SPOT Stock Holding History

Beaird Harris 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 		$36.3K Hold
79
– – ﹤0.01% 285
2026
Q1 		$38.3K Hold
79
– – ﹤0.01% 267
2025
Q4 		$45.9K Sell
79
-4
-5% -$2.5K ﹤0.01% 260
2025
Q3 		$57.9K Buy
83
+34
+69% +$23.8K ﹤0.01% 233
2025
Q2 		$37.6K Sell
49
-25
-34% -$16K ﹤0.01% 280
2025
Q1 		$40.7K Sell
74
-35
-32% -$19.6K ﹤0.01% 240
2024
Q4 		$48.8K Hold
109
– – ﹤0.01% 231
2024
Q3 		$40.2K Sell
109
-28
-20% -$9.31K ﹤0.01% 244
2024
Q2 		$43K Hold
137
– – ﹤0.01% 233
2024
Q1 		$36.2K Hold
137
– – ﹤0.01% 227
2023
Q4 		$25.7K Sell
137
-127
-48% -$22.2K ﹤0.01% 243
2023
Q3 		$40.8K Buy
264
+254
+2,540% +$38.7K ﹤0.01% 184
2023
Q2 		$1.61K Hold
10
– – ﹤0.01% 379
2023
Q1 		$1.34K Hold
10
– – ﹤0.01% 395
2022
Q4 		$790 Hold
10
– – ﹤0.01% 651
2022
Q3 		$1K Buy
+10
New +$1.07K ﹤0.01% 460
2022
Q2 		– Sell
-19
Closed -$3K – 582
2022
Q1 		$3K Buy
+19
New +$3.24K ﹤0.01% 501

Other funds holding SPOT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
EAM
Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return

Beaird Harris Wealth Management's SPOT Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Spotify (SPOT) position steady in Q2 2026 at 79 shares worth $36.3K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Beaird Harris Wealth Management first reported a position in SPOT in Q1 2022 and has held it in 17 quarters since. The position peaked at $57.9K in Q3 2025. 130 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Beaird Harris Wealth Management held 79 shares of Spotify worth $36.3K as of Q2 2026.
  • Beaird Harris Wealth Management left its Spotify share count unchanged in Q2 2026.
  • Spotify made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #285 holding.
  • Beaird Harris Wealth Management first reported a position in Spotify in Q1 2022 and has held it in 17 quarters since.
  • Beaird Harris Wealth Management's Spotify position peaked at $57.9K in Q3 2025.
  • 130 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.