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Crestwood Advisors Group’s Spotify SPOT Stock Holding History

Crestwood Advisors 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 		$697K Buy
+1,517
New +$723K 0.01% 389
2025
Q4 		– Sell
-330
Closed -$230K – 708
2025
Q3 		$230K Buy
+330
New +$231K ﹤0.01% 520

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

Crestwood Advisors Group's SPOT Position: Q2 2026 in Review

Crestwood Advisors Group opened a new position in Spotify (SPOT) in Q2 2026: 1,517 shares worth $697K. The stake represents 0.01% of the portfolio and ranks #389 among its holdings. This is a return to the name: Crestwood Advisors Group previously reported a position in SPOT as recently as Q3 2025.

Crestwood Advisors Group first reported a position in SPOT in Q3 2025 and has held it in 2 quarters since. 1,249 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Crestwood Advisors Group held 1,517 shares of Spotify worth $697K as of Q2 2026.
  • Spotify was a new Crestwood Advisors Group position in Q2 2026.
  • Spotify made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #389 holding.
  • Crestwood Advisors Group first reported a position in Spotify in Q3 2025 and has held it in 2 quarters since.
  • 1,249 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.