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Buck Wealth Strategies’s Spotify SPOT Stock Holding History

Buck Wealth Strategies’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 		$5.51K Buy
+12
New +$5.72K ﹤0.01% 712
2026
Q1 		– Sell
-370
Closed -$215K – 184
2025
Q4 		$215K Buy
+370
New +$231K 0.03% 165

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

Buck Wealth Strategies's SPOT Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Spotify (SPOT) in Q2 2026: 12 shares worth $5.51K. The stake represents ﹤0.01% of the portfolio and ranks #712 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in SPOT as recently as Q4 2025.

Buck Wealth Strategies first reported a position in SPOT in Q4 2025 and has held it in 2 quarters since. The position peaked at $215K in Q4 2025. 1,249 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Buck Wealth Strategies held 12 shares of Spotify worth $5.51K as of Q2 2026.
  • Spotify was a new Buck Wealth Strategies position in Q2 2026.
  • Spotify made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #712 holding.
  • Buck Wealth Strategies first reported a position in Spotify in Q4 2025 and has held it in 2 quarters since.
  • Buck Wealth Strategies's Spotify position peaked at $215K in Q4 2025.
  • 1,249 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.