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Concurrent Investment Advisors’s Spotify SPOT Stock Holding History

Concurrent Investment Advisors’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 		$3.29M Buy
7,175
+1,226
+21% +$584K 0.03% 557
2026
Q1 		$2.88M Buy
5,949
+3,251
+120% +$1.63M 0.03% 496
2025
Q4 		$1.57M Buy
2,698
+1,785
+196% +$1.12M 0.02% 653
2025
Q3 		$638K Sell
913
-4,714
-84% -$3.3M 0.01% 814
2025
Q2 		$4.32M Buy
5,627
+4,287
+320% +$2.75M 0.08% 251
2025
Q1 		$737K Buy
1,340
+59
+5% +$33K 0.02% 629
2024
Q4 		$573K Sell
1,281
-257
-17% -$110K 0.02% 636
2024
Q3 		$567K Buy
1,538
+71
+5% +$23.6K 0.02% 590
2024
Q2 		$460K Buy
+1,467
New +$442K 0.02% 612

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's SPOT Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Spotify (SPOT) stake by 21% in Q2 2026, buying an estimated $584K and bringing the position to 7,175 shares worth $3.29M. The position accounts for 0.03% of the portfolio, ranked #557.

Concurrent Investment Advisors first reported a position in SPOT in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.32M in Q2 2025. 1,254 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Concurrent Investment Advisors held 7,175 shares of Spotify worth $3.29M as of Q2 2026.
  • Concurrent Investment Advisors bought 1,226 Spotify shares in Q2 2026, an estimated $584K.
  • Spotify made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #557 holding.
  • Concurrent Investment Advisors first reported a position in Spotify in Q2 2024 and has held it in 9 quarters since.
  • Concurrent Investment Advisors's Spotify position peaked at $4.32M in Q2 2025.
  • 1,254 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.