Daner Wealth Management
SPOT icon

Daner Wealth Management’s Spotify SPOT Stock Holding History

Daner 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
Q3 		$232K Buy
+388
New +$197K 0.13% 91

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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
State Street
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WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Daner Wealth Management's SPOT Position: Q3 2026 in Review

Daner Wealth Management opened a new position in Spotify (SPOT) in Q3 2026: 388 shares worth $232K. The stake represents 0.13% of the portfolio and ranks #91 among its holdings.

1,018 funds tracked by Wall St. Rank hold SPOT as of Q3 2026.

  • Daner Wealth Management held 388 shares of Spotify worth $232K as of Q3 2026.
  • Spotify was a new Daner Wealth Management position in Q3 2026.
  • Spotify made up 0.13% of Daner Wealth Management's portfolio in Q3 2026, its #91 holding.
  • 1,018 funds tracked by Wall St. Rank held Spotify as of Q3 2026.

Based on Daner Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.