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Copia Wealth Management’s Spotify SPOT Stock Holding History

Copia Wealth Management’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 		$13.3K Hold
29
– – 0.01% 316
2026
Q1 		$14.1K Hold
29
– – 0.01% 295
2025
Q4 		$16.8K Buy
29
+5
+21% +$3.13K 0.01% 278
2025
Q3 		$16.8K Hold
24
– – 0.01% 276
2025
Q2 		$18.4K Sell
24
-40
-63% -$25.7K 0.02% 245
2025
Q1 		$35.2K Hold
64
– – 0.03% 182
2024
Q4 		$28.6K Buy
+64
New +$27.4K 0.03% 181

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

Copia Wealth Management's SPOT Position: Q2 2026 in Review

Copia Wealth Management held its Spotify (SPOT) position steady in Q2 2026 at 29 shares worth $13.3K. The position accounts for 0.01% of the portfolio, ranked #316.

Copia Wealth Management first reported a position in SPOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $35.2K in Q1 2025. 1,249 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Copia Wealth Management held 29 shares of Spotify worth $13.3K as of Q2 2026.
  • Copia Wealth Management left its Spotify share count unchanged in Q2 2026.
  • Spotify made up 0.01% of Copia Wealth Management's portfolio in Q2 2026, its #316 holding.
  • Copia Wealth Management first reported a position in Spotify in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's Spotify position peaked at $35.2K in Q1 2025.
  • 1,249 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.