EP
SPOT icon

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
Q3 		$35.1K Buy
72
+28
+64% +$14.3K 0.02% 728
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

DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return

Essential Partners's SPOT Position: Q3 2026 in Review

Essential Partners increased its Spotify (SPOT) stake by 64% in Q3 2026, buying an estimated $14.3K and bringing the position to 72 shares worth $35.1K. The position accounts for 0.02% of the portfolio, ranked #728.

Essential Partners first reported a position in SPOT in Q2 2025 and has held it in 6 quarters since. The position peaked at $98.2K in Q2 2025. 87 funds tracked by Wall St. Rank hold SPOT as of Q3 2026.

  • Essential Partners held 72 shares of Spotify worth $35.1K as of Q3 2026.
  • Essential Partners bought 28 Spotify shares in Q3 2026, an estimated $14.3K.
  • Spotify made up 0.02% of Essential Partners's portfolio in Q3 2026, its #728 holding.
  • Essential Partners first reported a position in Spotify in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Spotify position peaked at $98.2K in Q2 2025.
  • 87 funds tracked by Wall St. Rank held Spotify as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.