Evelyn Partners
SPOT icon

Evelyn Partners’s Spotify SPOT Stock Holding History

Evelyn 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 		$2.56M Buy
5,245
+190
+4% +$96.7K 0.04% 146
2026
Q2 		$2.32M Buy
+5,055
New +$2.41M 0.01% 138

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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Evelyn Partners's SPOT Position: Q3 2026 in Review

Evelyn Partners increased its Spotify (SPOT) stake by 3.8% in Q3 2026, buying an estimated $96.7K and bringing the position to 5,245 shares worth $2.56M. The position accounts for 0.04% of the portfolio, ranked #146.

Evelyn Partners first reported a position in SPOT in Q2 2026 and has held it in 2 quarters since. 1,018 funds tracked by Wall St. Rank hold SPOT as of Q3 2026.

  • Evelyn Partners held 5,245 shares of Spotify worth $2.56M as of Q3 2026.
  • Evelyn Partners bought 190 Spotify shares in Q3 2026, an estimated $96.7K.
  • Spotify made up 0.04% of Evelyn Partners's portfolio in Q3 2026, its #146 holding.
  • Evelyn Partners first reported a position in Spotify in Q2 2026 and has held it in 2 quarters since.
  • 1,018 funds tracked by Wall St. Rank held Spotify as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.