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Diversify Wealth Management’s Spotify SPOT Stock Holding History

Diversify 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
Q1 		$916K Buy
2,064
+1,641
+388% +$824K 0.02% 623
2025
Q4 		$226K Buy
+423
New +$264K 0.01% 577
2025
Q2 		– Sell
-386
Closed -$223K – 549
2025
Q1 		$223K Buy
+386
New +$216K 0.02% 478

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 Wealth Management's SPOT Position: Q1 2026 in Review

Diversify Wealth Management increased its Spotify (SPOT) stake by 388% in Q1 2026, buying an estimated $824K and bringing the position to 2,064 shares worth $916K. The position accounts for 0.02% of the portfolio, ranked #623.

Diversify Wealth Management first reported a position in SPOT in Q1 2025 and has held it in 3 quarters since. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Diversify Wealth Management held 2,064 shares of Spotify worth $916K as of Q1 2026.
  • Diversify Wealth Management bought 1,641 Spotify shares in Q1 2026, an estimated $824K.
  • Spotify made up 0.02% of Diversify Wealth Management's portfolio in Q1 2026, its #623 holding.
  • Diversify Wealth Management first reported a position in Spotify in Q1 2025 and has held it in 3 quarters since.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.