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Bell Investment Advisors’s Spotify SPOT Stock Holding History

Bell Investment 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 		$70.7K Sell
154
-4
-3% -$1.91K 0.01% 220
2026
Q1 		$76.6K Hold
158
– – 0.01% 196
2025
Q4 		$91.8K Sell
158
-6
-4% -$3.75K 0.01% 176
2025
Q3 		$114K Sell
164
-20
-11% -$14K 0.02% 151
2025
Q2 		$141K Buy
184
+5
+3% +$3.21K 0.02% 138
2025
Q1 		$98.5K Buy
179
+1
+0.6% +$559 0.02% 146
2024
Q4 		$79.6K Buy
178
+3
+2% +$1.28K 0.01% 165
2024
Q3 		$64.5K Buy
175
+1
+0.6% +$332 0.01% 186
2024
Q2 		$54.6K Buy
174
+4
+2% +$1.2K 0.01% 207
2024
Q1 		$44.9K Sell
170
-3
-2% -$705 0.01% 220
2023
Q4 		$32.5K Buy
173
+31
+22% +$5.41K 0.01% 256
2023
Q3 		$22K Sell
142
-1
-0.7% -$152 ﹤0.01% 298
2023
Q2 		$23K Buy
143
+8
+6% +$1.16K 0.01% 287
2023
Q1 		$18K Sell
135
-9
-6% -$1.03K ﹤0.01% 326
2022
Q4 		$11.4K Buy
144
+73
+103% +$5.89K ﹤0.01% 443
2022
Q3 		$6K Sell
71
-15
-17% -$1.6K ﹤0.01% 615
2022
Q2 		$8K Buy
+86
New +$9.7K ﹤0.01% 517
2021
Q4 		$7K Sell
31
-36
-54% -$9.01K ﹤0.01% 631
2021
Q3 		$15K Buy
+67
New +$15.8K ﹤0.01% 359

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

Bell Investment Advisors's SPOT Position: Q2 2026 in Review

Bell Investment Advisors reduced its Spotify (SPOT) stake by 2.5% in Q2 2026, selling an estimated $1.91K and leaving 154 shares worth $70.7K. The position accounts for 0.01% of the portfolio, ranked #220.

Bell Investment Advisors first reported a position in SPOT in Q3 2021 and has held it in 19 quarters since. The position peaked at $141K in Q2 2025. 1,249 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Bell Investment Advisors held 154 shares of Spotify worth $70.7K as of Q2 2026.
  • Bell Investment Advisors sold 4 Spotify shares in Q2 2026, an estimated $1.91K.
  • Spotify made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #220 holding.
  • Bell Investment Advisors first reported a position in Spotify in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Spotify position peaked at $141K in Q2 2025.
  • 1,249 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.