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EP Wealth Advisors’s Spotify SPOT Stock Holding History

EP Wealth Advisors’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 		$557K Buy
1,214
+718
+145% +$342K ﹤0.01% 979
2026
Q1 		$241K Sell
496
-94
-16% -$47.2K ﹤0.01% 1298
2025
Q4 		$343K Buy
+590
New +$369K ﹤0.01% 1061
2025
Q2 		$646K Buy
842
+157
+23% +$101K ﹤0.01% 685
2025
Q1 		$377K Sell
685
-101
-13% -$56.4K ﹤0.01% 812
2024
Q4 		$352K Sell
786
-72
-8% -$30.8K ﹤0.01% 810
2024
Q3 		$316K Buy
858
+173
+25% +$57.5K ﹤0.01% 835
2024
Q2 		$215K Buy
+685
New +$206K ﹤0.01% 745

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

EP Wealth Advisors's SPOT Position: Q2 2026 in Review

EP Wealth Advisors increased its Spotify (SPOT) stake by 145% in Q2 2026, buying an estimated $342K and bringing the position to 1,214 shares worth $557K. The position accounts for ﹤0.01% of the portfolio, ranked #979.

EP Wealth Advisors first reported a position in SPOT in Q2 2024 and has held it in 8 quarters since. The position peaked at $646K in Q2 2025. 1,252 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • EP Wealth Advisors held 1,214 shares of Spotify worth $557K as of Q2 2026.
  • EP Wealth Advisors bought 718 Spotify shares in Q2 2026, an estimated $342K.
  • Spotify made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #979 holding.
  • EP Wealth Advisors first reported a position in Spotify in Q2 2024 and has held it in 8 quarters since.
  • EP Wealth Advisors's Spotify position peaked at $646K in Q2 2025.
  • 1,252 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.