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Comprehensive Financial Planning’s Spotify SPOT Stock Holding History

Comprehensive 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 		$11.5K Hold
25
– – 0.01% 276
2026
Q1 		$12.1K Buy
+25
New +$12.5K 0.01% 253
2025
Q3 		– Sell
-357
Closed -$274K – 355
2025
Q2 		$274K Buy
+357
New +$229K 0.22% 89
2025
Q1 		– Sell
-348
Closed -$156K – 358
2024
Q4 		$156K Buy
+348
New +$149K 0.13% 101

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

Comprehensive Financial Planning's SPOT Position: Q2 2026 in Review

Comprehensive Financial Planning held its Spotify (SPOT) position steady in Q2 2026 at 25 shares worth $11.5K. The position accounts for 0.01% of the portfolio, ranked #276.

Comprehensive Financial Planning first reported a position in SPOT in Q4 2024 and has held it in 4 quarters since. The position peaked at $274K in Q2 2025. 1,249 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Comprehensive Financial Planning held 25 shares of Spotify worth $11.5K as of Q2 2026.
  • Comprehensive Financial Planning left its Spotify share count unchanged in Q2 2026.
  • Spotify made up 0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #276 holding.
  • Comprehensive Financial Planning first reported a position in Spotify in Q4 2024 and has held it in 4 quarters since.
  • Comprehensive Financial Planning's Spotify position peaked at $274K in Q2 2025.
  • 1,249 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.