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Essential Partners’s Spotify SPOT Stock Holding History

Essential Partners’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 		$20.2K Sell
44
-11
-20% -$5.24K 0.01% 901
2026
Q1 		$26.7K Sell
55
-55
-50% -$27.6K 0.01% 826
2025
Q4 		$63.9K Sell
110
-19
-15% -$11.9K 0.02% 551
2025
Q3 		$90K Buy
129
+1
+0.8% +$699 0.03% 455
2025
Q2 		$98.2K Buy
+128
New +$82.2K 0.04% 354

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

Essential Partners's SPOT Position: Q2 2026 in Review

Essential Partners reduced its Spotify (SPOT) stake by 20% in Q2 2026, selling an estimated $5.24K and leaving 44 shares worth $20.2K. The position accounts for 0.01% of the portfolio, ranked #901.

Essential Partners first reported a position in SPOT in Q2 2025 and has held it in 5 quarters since. The position peaked at $98.2K in Q2 2025. 1,250 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Essential Partners held 44 shares of Spotify worth $20.2K as of Q2 2026.
  • Essential Partners sold 11 Spotify shares in Q2 2026, an estimated $5.24K.
  • Spotify made up 0.01% of Essential Partners's portfolio in Q2 2026, its #901 holding.
  • Essential Partners first reported a position in Spotify in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Spotify position peaked at $98.2K in Q2 2025.
  • 1,250 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.