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Clearstead Trust’s Spotify SPOT Stock Holding History

Clearstead Trust’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 		$8.72K Buy
19
+2
+12% +$953 ﹤0.01% 656
2026
Q1 		$8.24K Buy
17
+4
+31% +$2.01K ﹤0.01% 634
2025
Q4 		$7.55K Sell
13
-4
-24% -$2.5K ﹤0.01% 663
2025
Q3 		$11.9K Sell
17
-1
-6% -$699 ﹤0.01% 557
2025
Q2 		$13.8K Buy
18
+4
+29% +$2.57K ﹤0.01% 513
2025
Q1 		$7.7K Buy
+14
New +$7.82K ﹤0.01% 508

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

Clearstead Trust's SPOT Position: Q2 2026 in Review

Clearstead Trust increased its Spotify (SPOT) stake by 12% in Q2 2026, buying an estimated $953 and bringing the position to 19 shares worth $8.72K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Clearstead Trust first reported a position in SPOT in Q1 2025 and has held it in 6 quarters since. The position peaked at $13.8K in Q2 2025. 1,249 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Clearstead Trust held 19 shares of Spotify worth $8.72K as of Q2 2026.
  • Clearstead Trust bought 2 Spotify shares in Q2 2026, an estimated $953.
  • Spotify made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #656 holding.
  • Clearstead Trust first reported a position in Spotify in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Trust's Spotify position peaked at $13.8K in Q2 2025.
  • 1,249 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.