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Evanson Asset Management’s Spotify SPOT Stock Holding History

Evanson Asset Management’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 		$240K Hold
494
– – 0.01% 288
2025
Q4 		$287K Hold
494
– – 0.02% 272
2025
Q3 		$345K Hold
494
– – 0.02% 235
2025
Q2 		$379K Hold
494
– – 0.02% 230
2025
Q1 		$272K Buy
+494
New +$276K 0.02% 257

Other funds holding SPOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Evanson Asset Management's SPOT Position: Q1 2026 in Review

Evanson Asset Management held its Spotify (SPOT) position steady in Q1 2026 at 494 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #288.

Evanson Asset Management first reported a position in SPOT in Q1 2025 and has held it in 5 quarters since. The position peaked at $379K in Q2 2025. 1,282 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Evanson Asset Management held 494 shares of Spotify worth $240K as of Q1 2026.
  • Evanson Asset Management left its Spotify share count unchanged in Q1 2026.
  • Spotify made up 0.01% of Evanson Asset Management's portfolio in Q1 2026, its #288 holding.
  • Evanson Asset Management first reported a position in Spotify in Q1 2025 and has held it in 5 quarters since.
  • Evanson Asset Management's Spotify position peaked at $379K in Q2 2025.
  • 1,282 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.