EFG
SPOT icon

Everhart Financial Group’s Spotify SPOT Stock Holding History

Everhart Financial Group’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 		$1.83M Sell
3,746
-30
-0.8% -$15.3K 0.11% 88
2026
Q2 		$1.73M Sell
3,776
-396
-9% -$189K 0.11% 93
2026
Q1 		$2.02M Buy
4,172
+3
+0.1% +$1.51K 0.17% 76
2025
Q4 		$2.42M Buy
4,169
+296
+8% +$185K 0.22% 54
2025
Q3 		$2.7M Buy
3,873
+21
+0.5% +$14.7K 0.27% 45
2025
Q2 		$2.96M Buy
3,852
+480
+14% +$308K 0.34% 43
2025
Q1 		$1.85M Buy
3,372
+117
+4% +$65.4K 0.25% 51
2024
Q4 		$1.46M Buy
3,255
+90
+3% +$38.5K 0.3% 58
2024
Q3 		$1.17M Buy
3,165
+333
+12% +$111K 0.26% 78
2024
Q2 		$889K Buy
2,832
+167
+6% +$50.3K 0.23% 91
2024
Q1 		$703K Buy
2,665
+300
+13% +$70.5K 0.2% 108
2023
Q4 		$444K Buy
2,365
+214
+10% +$37.4K 0.16% 130
2023
Q3 		$333K Buy
2,151
+105
+5% +$16K 0.14% 142
2023
Q2 		$328K Buy
2,046
+250
+14% +$36.2K 0.14% 148
2023
Q1 		$240K Buy
+1,796
New +$206K 0.11% 166

Other funds holding SPOT

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Everhart Financial Group's SPOT Position: Q3 2026 in Review

Everhart Financial Group reduced its Spotify (SPOT) stake by 0.79% in Q3 2026, selling an estimated $15.3K and leaving 3,746 shares worth $1.83M. The position accounts for 0.11% of the portfolio, ranked #88.

Everhart Financial Group first reported a position in SPOT in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.96M in Q2 2025. 41 funds tracked by Wall St. Rank hold SPOT as of Q3 2026.

  • Everhart Financial Group held 3,746 shares of Spotify worth $1.83M as of Q3 2026.
  • Everhart Financial Group sold 30 Spotify shares in Q3 2026, an estimated $15.3K.
  • Spotify made up 0.11% of Everhart Financial Group's portfolio in Q3 2026, its #88 holding.
  • Everhart Financial Group first reported a position in Spotify in Q1 2023 and has held it in 15 quarters since.
  • Everhart Financial Group's Spotify position peaked at $2.96M in Q2 2025.
  • 41 funds tracked by Wall St. Rank held Spotify as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.