Center for Financial Planning’s Spotify SPOT Stock Holding History

Center for Financial Planning’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	$10.1K	Hold	22	–	–	﹤0.01%	495
2026 Q1	$10.7K	Hold	22	–	–	﹤0.01%	488
2025 Q4	$12.8K	Hold	22	–	–	﹤0.01%	463
2025 Q3	$15.4K	Sell	22 -15	-41%	-$10.5K	﹤0.01%	451
2025 Q2	$28.4K	Hold	37	–	–	﹤0.01%	355
2025 Q1	$20.4K	Hold	37	–	–	﹤0.01%	393
2024 Q4	$16.6K	Hold	37	–	–	﹤0.01%	363
2024 Q3	$13.6K	Hold	37	–	–	﹤0.01%	370
2024 Q2	$11.6K	Hold	37	–	–	﹤0.01%	377
2024 Q1	$9.77K	Hold	37	–	–	﹤0.01%	408
2023 Q4	$6.95K	Hold	37	–	–	﹤0.01%	407
2023 Q3	$5.72K	Hold	37	–	–	﹤0.01%	410
2023 Q2	$5.94K	Hold	37	–	–	﹤0.01%	437
2023 Q1	$4.94K	Hold	37	–	–	﹤0.01%	417
2022 Q4	$2.92K	Hold	37	–	–	﹤0.01%	439
2022 Q3	$3K	Hold	37	–	–	﹤0.01%	495
2022 Q2	$3K	Hold	37	–	–	﹤0.01%	456
2022 Q1	$6K	Hold	37	–	–	﹤0.01%	425
2021 Q4	$9K	Hold	37	–	–	﹤0.01%	395
2021 Q3	$8K	Hold	37	–	–	﹤0.01%	383
2021 Q2	$10K	Hold	37	–	–	﹤0.01%	369
2021 Q1	$10K	Buy	+37	New	+$11.5K	﹤0.01%	385

Other funds holding SPOT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

KGAMU

KPS Global Asset Management (UK) London, United Kingdom $620M AUM 14.15% 1-Year Est. Return

Center for Financial Planning's SPOT Position: Q2 2026 in Review

Center for Financial Planning held its Spotify (SPOT) position steady in Q2 2026 at 22 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Center for Financial Planning first reported a position in SPOT in Q1 2021 and has held it in 22 quarters since. The position peaked at $28.4K in Q2 2025. 274 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

Center for Financial Planning held 22 shares of Spotify worth $10.1K as of Q2 2026.
Center for Financial Planning left its Spotify share count unchanged in Q2 2026.
Spotify made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #495 holding.
Center for Financial Planning first reported a position in Spotify in Q1 2021 and has held it in 22 quarters since.
Center for Financial Planning's Spotify position peaked at $28.4K in Q2 2025.
274 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.