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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
Q2 		$2.73M Sell
5,951
-509
-8% -$243K 1.2% 30
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 $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

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

Benchmark Investment Advisors reduced its Spotify (SPOT) stake by 7.9% in Q2 2026, selling an estimated $243K and leaving 5,951 shares worth $2.73M. The position accounts for 1.2% of the portfolio, ranked #30.

Benchmark Investment Advisors first reported a position in SPOT in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.13M in Q1 2026. 1,253 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Benchmark Investment Advisors held 5,951 shares of Spotify worth $2.73M as of Q2 2026.
  • Benchmark Investment Advisors sold 509 Spotify shares in Q2 2026, an estimated $243K.
  • Spotify made up 1.2% of Benchmark Investment Advisors's portfolio in Q2 2026, its #30 holding.
  • Benchmark Investment Advisors first reported a position in Spotify in Q4 2024 and has held it in 5 quarters since.
  • Benchmark Investment Advisors's Spotify position peaked at $3.13M in Q1 2026.
  • 1,253 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Benchmark Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.