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Diversify Advisory Services’s Spotify SPOT Stock Holding History

Diversify Advisory Services’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
Q1 		$356K Buy
802
+25
+3% +$12.5K 0.05% 144
2025
Q4 		$392K Buy
777
+3
+0.4% +$1.88K 0.01% 681
2025
Q3 		$498K Sell
774
-14
-2% -$9.79K 0.02% 565
2025
Q2 		$543K Buy
788
+55
+8% +$35.3K 0.02% 511
2025
Q1 		$423K Sell
733
-118
-14% -$65.9K 0.03% 396
2024
Q4 		$391K Buy
+851
New +$364K 0.02% 415

Other funds holding SPOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Diversify Advisory Services's SPOT Position: Q1 2026 in Review

Diversify Advisory Services increased its Spotify (SPOT) stake by 3.2% in Q1 2026, buying an estimated $12.5K and bringing the position to 802 shares worth $356K. The position accounts for 0.05% of the portfolio, ranked #144.

Diversify Advisory Services first reported a position in SPOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $543K in Q2 2025. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Diversify Advisory Services held 802 shares of Spotify worth $356K as of Q1 2026.
  • Diversify Advisory Services bought 25 Spotify shares in Q1 2026, an estimated $12.5K.
  • Spotify made up 0.05% of Diversify Advisory Services's portfolio in Q1 2026, its #144 holding.
  • Diversify Advisory Services first reported a position in Spotify in Q4 2024 and has held it in 6 quarters since.
  • Diversify Advisory Services's Spotify position peaked at $543K in Q2 2025.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.