Evanson Financial’s Spotify SPOT Stock Holding History

Evanson Financial’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	$227K	Buy	+494	New	+$235K	0.01%	300

Other funds holding SPOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Evanson Financial's SPOT Position: Q2 2026 in Review

Evanson Financial opened a new position in Spotify (SPOT) in Q2 2026: 494 shares worth $227K. The stake represents 0.01% of the portfolio and ranks #300 among its holdings.

1,249 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

Evanson Financial held 494 shares of Spotify worth $227K as of Q2 2026.
Spotify was a new Evanson Financial position in Q2 2026.
Spotify made up 0.01% of Evanson Financial's portfolio in Q2 2026, its #300 holding.
1,249 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Evanson Financial's 13F filing for Q2 2026, filed 7 Jul 2026.