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Bell Asset Management’s Spotify SPOT Stock Holding History

Bell Asset 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
Q3 		$2.36M Sell
4,839
-3,123
-39% -$1.59M 0.85% 55
2026
Q2 		$3.66M Buy
+7,962
New +$3.8M 0.98% 46

Other funds holding SPOT

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Bell Asset Management's SPOT Position: Q3 2026 in Review

Bell Asset Management reduced its Spotify (SPOT) stake by 39% in Q3 2026, selling an estimated $1.59M and leaving 4,839 shares worth $2.36M. The position accounts for 0.85% of the portfolio, ranked #55.

Bell Asset Management first reported a position in SPOT in Q2 2026 and has held it in 2 quarters since. The position peaked at $3.66M in Q2 2026. 41 funds tracked by Wall St. Rank hold SPOT as of Q3 2026.

  • Bell Asset Management held 4,839 shares of Spotify worth $2.36M as of Q3 2026.
  • Bell Asset Management sold 3,123 Spotify shares in Q3 2026, an estimated $1.59M.
  • Spotify made up 0.85% of Bell Asset Management's portfolio in Q3 2026, its #55 holding.
  • Bell Asset Management first reported a position in Spotify in Q2 2026 and has held it in 2 quarters since.
  • Bell Asset Management's Spotify position peaked at $3.66M in Q2 2026.
  • 41 funds tracked by Wall St. Rank held Spotify as of Q3 2026.

Based on Bell Asset Management's 13F filing for Q3 2026, filed 8 Oct 2026.