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Cornerstone Planning Group’s Spotify SPOT Stock Holding History

Cornerstone Planning Group’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 		$67.3K Buy
142
+33
+30% +$15.7K 0.01% 331
2026
Q1 		$45.7K Buy
109
+12
+12% +$6.02K 0.01% 420
2025
Q4 		$49.3K Sell
97
-247
-72% -$154K 0.01% 350
2025
Q3 		$7.89K Buy
344
+294
+588% +$206K ﹤0.01% 828
2025
Q2 		$32.4K Buy
50
+1
+2% +$642 0.01% 314
2025
Q1 		$29K Buy
49
+41
+513% +$22.9K 0.01% 331
2024
Q4 		$4.11K Buy
8
+1
+14% +$428 ﹤0.01% 620
2024
Q3 		$2.74K Buy
7
+1
+17% +$332 ﹤0.01% 700
2024
Q2 		$1.95K Buy
6
+3
+100% +$903 ﹤0.01% 777
2024
Q1 		$889 Buy
+3
New +$705 ﹤0.01% 803
2023
Q4 		– Sell
-4
Closed -$619 – 1019
2023
Q3 		$619 Buy
+4
New +$609 ﹤0.01% 867

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TCMX
Technology Crossover Management XI Menlo Park, California $533M AUM 42.1% 1-Year Est. Return

Cornerstone Planning Group's SPOT Position: Q2 2026 in Review

Cornerstone Planning Group increased its Spotify (SPOT) stake by 30% in Q2 2026, buying an estimated $15.7K and bringing the position to 142 shares worth $67.3K. The position accounts for 0.01% of the portfolio, ranked #331.

Cornerstone Planning Group first reported a position in SPOT in Q3 2023 and has held it in 11 quarters since. 631 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Cornerstone Planning Group held 142 shares of Spotify worth $67.3K as of Q2 2026.
  • Cornerstone Planning Group bought 33 Spotify shares in Q2 2026, an estimated $15.7K.
  • Spotify made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #331 holding.
  • Cornerstone Planning Group first reported a position in Spotify in Q3 2023 and has held it in 11 quarters since.
  • 631 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.