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Benchmark Financial Wealth Advisors’s Spotify SPOT Stock Holding History

Benchmark Financial Wealth 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 		– Sell
-542
Closed -$263K – 156
2026
Q1 		$263K Buy
+542
New +$272K 0.07% 109

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 $3.38T AUM 44.17% 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

Benchmark Financial Wealth Advisors's SPOT Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors sold out of Spotify (SPOT) in Q2 2026, closing a stake of 542 shares — an estimated $263K sold.

Benchmark Financial Wealth Advisors first reported a position in SPOT in Q1 2026 and held it in 1 quarter. The position peaked at $263K in Q1 2026. 1,254 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Benchmark Financial Wealth Advisors reported no remaining Spotify position as of Q2 2026 after selling out during the quarter.
  • Benchmark Financial Wealth Advisors sold 542 Spotify shares in Q2 2026, an estimated $263K.
  • Benchmark Financial Wealth Advisors first reported a position in Spotify in Q1 2026 and held it in 1 quarter.
  • Benchmark Financial Wealth Advisors's Spotify position peaked at $263K in Q1 2026.
  • 1,254 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.