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Concord Wealth Partners’s Spotify SPOT Stock Holding History

Concord Wealth Partners’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 		$2.3K Buy
+5
New +$2.38K ﹤0.01% 735
2026
Q1 		– Sell
-5
Closed -$2.9K – 704
2025
Q4 		$2.9K Hold
5
– – ﹤0.01% 678
2025
Q3 		$3.49K Hold
5
– – ﹤0.01% 671
2025
Q2 		$3.84K Hold
5
– – ﹤0.01% 665
2025
Q1 		$2.75K Hold
5
– – ﹤0.01% 654
2024
Q4 		$2.24K Hold
5
– – ﹤0.01% 702
2024
Q3 		$1.84K Hold
5
– – ﹤0.01% 754
2024
Q2 		$1.57K Hold
5
– – ﹤0.01% 682
2024
Q1 		$1.32K Hold
5
– – ﹤0.01% 778
2023
Q4 		$940 Sell
5
-24
-83% -$4.19K ﹤0.01% 762
2023
Q3 		$4.49K Hold
29
– – ﹤0.01% 736
2023
Q2 		$4.66K Hold
29
– – ﹤0.01% 718
2023
Q1 		$3.88K Sell
29
-6
-17% -$687 ﹤0.01% 711
2022
Q4 		$2.76K Buy
+35
New +$2.82K ﹤0.01% 883
2022
Q3 		– Sell
-62
Closed -$6K – 1003
2022
Q2 		$6K Sell
62
-317
-84% -$35.7K ﹤0.01% 794
2022
Q1 		$57K Sell
379
-227
-37% -$38.7K 0.01% 407
2021
Q4 		$142K Buy
606
+521
+613% +$130K 0.03% 249
2021
Q3 		$19K Sell
85
-286
-77% -$67.4K 0.01% 388
2021
Q2 		$102K Buy
371
+55
+17% +$14K 0.03% 234
2021
Q1 		$85K Buy
+316
New +$98.5K 0.03% 242

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

Concord Wealth Partners's SPOT Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Spotify (SPOT) in Q2 2026: 5 shares worth $2.3K. The stake represents ﹤0.01% of the portfolio and ranks #735 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in SPOT as recently as Q4 2025.

Concord Wealth Partners first reported a position in SPOT in Q1 2021 and has held it in 20 quarters since. The position peaked at $142K in Q4 2021. 1,249 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Concord Wealth Partners held 5 shares of Spotify worth $2.3K as of Q2 2026.
  • Spotify was a new Concord Wealth Partners position in Q2 2026.
  • Spotify made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #735 holding.
  • Concord Wealth Partners first reported a position in Spotify in Q1 2021 and has held it in 20 quarters since.
  • Concord Wealth Partners's Spotify position peaked at $142K in Q4 2021.
  • 1,249 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.