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Bogart Wealth LLC’s Spotify SPOT Stock Holding History

Bogart Wealth LLC’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 		$6.43K Buy
14
+5
+56% +$2.38K ﹤0.01% 1136
2026
Q1 		$4.36K Buy
9
+7
+350% +$3.51K ﹤0.01% 1100
2025
Q4 		$1.16K Sell
2
-5
-71% -$3.13K ﹤0.01% 1283
2025
Q3 		$4.89K Buy
7
+4
+133% +$2.8K ﹤0.01% 984
2025
Q2 		$2.3K Buy
3
+2
+200% +$1.28K ﹤0.01% 1081
2025
Q1 		$550 Sell
1
-2
-67% -$1.12K ﹤0.01% 1253
2024
Q4 		$1.34K Buy
+3
New +$1.28K ﹤0.01% 1175
2022
Q3 		– Sell
-17
Closed -$2K – 1128
2022
Q2 		$2K Buy
+17
New +$1.92K ﹤0.01% 789

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

Bogart Wealth LLC's SPOT Position: Q2 2026 in Review

Bogart Wealth LLC increased its Spotify (SPOT) stake by 56% in Q2 2026, buying an estimated $2.38K and bringing the position to 14 shares worth $6.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1136.

Bogart Wealth LLC first reported a position in SPOT in Q2 2022 and has held it in 8 quarters since. 1,254 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Bogart Wealth LLC held 14 shares of Spotify worth $6.43K as of Q2 2026.
  • Bogart Wealth LLC bought 5 Spotify shares in Q2 2026, an estimated $2.38K.
  • Spotify made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1136 holding.
  • Bogart Wealth LLC first reported a position in Spotify in Q2 2022 and has held it in 8 quarters since.
  • 1,254 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.