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Benchmark Investment Advisors’s Spotify SPOT Stock Holding History

Benchmark 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
Q1 		$3.13M Buy
+6,460
New +$3.24M 1.82% 21
2025
Q3 		$2.57M Buy
+3,687
New +$2.58M 1.49% 23
2025
Q1 		$1.54M Buy
2,809
+1,650
+142% +$922K 1% 31
2024
Q4 		$518K Buy
+1,159
New +$496K 0.34% 57

Other funds holding SPOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Benchmark Investment Advisors's SPOT Position: Q1 2026 in Review

Benchmark Investment Advisors opened a new position in Spotify (SPOT) in Q1 2026: 6,460 shares worth $3.13M. The stake represents 1.82% of the portfolio and ranks #21 among its holdings. This is a return to the name: Benchmark Investment Advisors previously reported a position in SPOT as recently as Q3 2025.

Benchmark Investment Advisors first reported a position in SPOT in Q4 2024 and has held it in 4 quarters since. 1,274 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Benchmark Investment Advisors held 6,460 shares of Spotify worth $3.13M as of Q1 2026.
  • Spotify was a new Benchmark Investment Advisors position in Q1 2026.
  • Spotify made up 1.82% of Benchmark Investment Advisors's portfolio in Q1 2026, its #21 holding.
  • Benchmark Investment Advisors first reported a position in Spotify in Q4 2024 and has held it in 4 quarters since.
  • 1,274 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Benchmark Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.