Envestnet Portfolio Solutions
SPOT icon

Envestnet Portfolio Solutions’s Spotify SPOT Stock Holding History

Envestnet Portfolio Solutions’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 		$1.25M Sell
2,732
-131
-5% -$62.4K 0.01% 624
2026
Q1 		$1.39M Sell
2,863
-1,589
-36% -$797K 0.01% 539
2025
Q4 		$2.59M Sell
4,452
-640
-13% -$400K 0.01% 495
2025
Q3 		$3.55M Sell
5,092
-912
-15% -$638K 0.01% 421
2025
Q2 		$4.61M Sell
6,004
-597
-9% -$383K 0.02% 382
2025
Q1 		$3.63M Sell
6,601
-3,511
-35% -$1.96M 0.01% 442
2024
Q4 		$4.52M Buy
10,112
+1,229
+14% +$526K 0.01% 418
2024
Q3 		$3.27M Buy
8,883
+1,484
+20% +$493K 0.01% 505
2024
Q2 		$2.32M Buy
7,399
+4,060
+122% +$1.22M 0.01% 591
2024
Q1 		$881K Sell
3,339
-333
-9% -$78.2K ﹤0.01% 882
2023
Q4 		$690K Buy
3,672
+1,104
+43% +$193K ﹤0.01% 917
2023
Q3 		$397K Buy
+2,568
New +$391K ﹤0.01% 1088

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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's SPOT Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Spotify (SPOT) stake by 4.6% in Q2 2026, selling an estimated $62.4K and leaving 2,732 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #624.

Envestnet Portfolio Solutions first reported a position in SPOT in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.61M in Q2 2025. 1,254 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Envestnet Portfolio Solutions held 2,732 shares of Spotify worth $1.25M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 131 Spotify shares in Q2 2026, an estimated $62.4K.
  • Spotify made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #624 holding.
  • Envestnet Portfolio Solutions first reported a position in Spotify in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Spotify position peaked at $4.61M in Q2 2025.
  • 1,254 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.