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 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

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

Everhart Financial Group's SPOT Position: Q2 2026 in Review

Everhart Financial Group reduced its Spotify (SPOT) stake by 9.5% in Q2 2026, selling an estimated $189K and leaving 3,776 shares worth $1.73M. The position accounts for 0.11% of the portfolio, ranked #93.

Everhart Financial Group first reported a position in SPOT in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.96M in Q2 2025. 1,250 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

Everhart Financial Group held 3,776 shares of Spotify worth $1.73M as of Q2 2026.
Everhart Financial Group sold 396 Spotify shares in Q2 2026, an estimated $189K.
Spotify made up 0.11% of Everhart Financial Group's portfolio in Q2 2026, its #93 holding.
Everhart Financial Group first reported a position in Spotify in Q1 2023 and has held it in 14 quarters since.
Everhart Financial Group's Spotify position peaked at $2.96M in Q2 2025.
1,250 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.