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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
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 $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

EP Wealth Advisors's SPOT Position: Q1 2026 in Review

EP Wealth Advisors reduced its Spotify (SPOT) stake by 16% in Q1 2026, selling an estimated $47.2K and leaving 496 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

EP Wealth Advisors first reported a position in SPOT in Q2 2024 and has held it in 7 quarters since. The position peaked at $646K in Q2 2025. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • EP Wealth Advisors held 496 shares of Spotify worth $241K as of Q1 2026.
  • EP Wealth Advisors sold 94 Spotify shares in Q1 2026, an estimated $47.2K.
  • Spotify made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1298 holding.
  • EP Wealth Advisors first reported a position in Spotify in Q2 2024 and has held it in 7 quarters since.
  • EP Wealth Advisors's Spotify position peaked at $646K in Q2 2025.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.