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Evercore Wealth Management’s Spotify SPOT Stock Holding History

Evercore Wealth 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
Q2 		$77.2M Buy
168,103
+16,721
+11% +$7.97M 1.09% 30
2026
Q1 		$73.4M Buy
151,382
+150,896
+31,049% +$75.7M 1.15% 28
2025
Q4 		$282K Hold
486
– – ﹤0.01% 349
2025
Q3 		$339K Hold
486
– – 0.01% 335
2025
Q2 		$373K Hold
486
– – 0.01% 313
2025
Q1 		$267K Sell
486
-339
-41% -$189K ﹤0.01% 357
2024
Q4 		$369K Hold
825
– – 0.01% 318
2024
Q3 		$304K Hold
825
– – ﹤0.01% 340
2024
Q2 		$259K Hold
825
– – ﹤0.01% 357
2024
Q1 		$218K Buy
+825
New +$194K ﹤0.01% 391

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

Evercore Wealth Management's SPOT Position: Q2 2026 in Review

Evercore Wealth Management increased its Spotify (SPOT) stake by 11% in Q2 2026, buying an estimated $7.97M and bringing the position to 168,103 shares worth $77.2M. The position accounts for 1.09% of the portfolio, ranked #30.

Evercore Wealth Management first reported a position in SPOT in Q1 2024 and has held it in 10 quarters since. 1,249 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Evercore Wealth Management held 168,103 shares of Spotify worth $77.2M as of Q2 2026.
  • Evercore Wealth Management bought 16,721 Spotify shares in Q2 2026, an estimated $7.97M.
  • Spotify made up 1.09% of Evercore Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Evercore Wealth Management first reported a position in Spotify in Q1 2024 and has held it in 10 quarters since.
  • 1,249 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.