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Cassaday & Co Wealth Management’s Spotify SPOT Stock Holding History

Cassaday & Co Wealth Management’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 		$67.5K Buy
147
+5
+4% +$2.38K ﹤0.01% 569
2026
Q1 		$68.9K Buy
+142
New +$71.3K ﹤0.01% 541

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

Cassaday & Co Wealth Management's SPOT Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Spotify (SPOT) stake by 3.5% in Q2 2026, buying an estimated $2.38K and bringing the position to 147 shares worth $67.5K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

Cassaday & Co Wealth Management first reported a position in SPOT in Q1 2026 and has held it in 2 quarters since. The position peaked at $68.9K in Q1 2026. 1,252 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Cassaday & Co Wealth Management held 147 shares of Spotify worth $67.5K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 5 Spotify shares in Q2 2026, an estimated $2.38K.
  • Spotify made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #569 holding.
  • Cassaday & Co Wealth Management first reported a position in Spotify in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Spotify position peaked at $68.9K in Q1 2026.
  • 1,252 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.