EWA
SPOT icon

EverSource Wealth Advisors’s Spotify SPOT Stock Holding History

EverSource Wealth Advisors’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 		$411K Sell
896
-1,013
-53% -$483K 0.01% 639
2026
Q1 		$926K Buy
1,909
+414
+28% +$208K 0.03% 406
2025
Q4 		$868K Buy
1,495
+403
+37% +$252K 0.03% 377
2025
Q3 		$762K Sell
1,092
-25
-2% -$17.5K 0.03% 376
2025
Q2 		$857K Buy
1,117
+155
+16% +$99.5K 0.04% 314
2025
Q1 		$529K Buy
962
+211
+28% +$118K 0.03% 371
2024
Q4 		$336K Buy
751
+95
+14% +$40.7K 0.02% 475
2024
Q3 		$242K Sell
656
-325
-33% -$108K 0.02% 499
2024
Q2 		$337K Buy
981
+43
+5% +$12.9K 0.02% 412
2024
Q1 		$263K Buy
938
+137
+17% +$32.2K 0.02% 414
2023
Q4 		$151K Buy
801
+28
+4% +$4.89K 0.01% 508
2023
Q3 		$120K Hold
773
– – 0.01% 509
2023
Q2 		$124K Hold
773
– – 0.01% 507
2023
Q1 		$103K Buy
773
+202
+35% +$23.1K 0.01% 538
2022
Q4 		$45.1K Buy
571
+471
+471% +$38K 0.01% 798
2022
Q3 		$8K Buy
100
+67
+203% +$7.17K ﹤0.01% 1210
2022
Q2 		$3K Sell
33
-88
-73% -$9.92K ﹤0.01% 1433
2022
Q1 		$18K Buy
121
+100
+476% +$17.1K ﹤0.01% 748
2021
Q4 		$5K Buy
+21
New +$5.25K ﹤0.01% 1276

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

EverSource Wealth Advisors's SPOT Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Spotify (SPOT) stake by 53% in Q2 2026, selling an estimated $483K and leaving 896 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #639.

EverSource Wealth Advisors first reported a position in SPOT in Q4 2021 and has held it in 19 quarters since. The position peaked at $926K in Q1 2026. 1,249 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • EverSource Wealth Advisors held 896 shares of Spotify worth $411K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,013 Spotify shares in Q2 2026, an estimated $483K.
  • Spotify made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #639 holding.
  • EverSource Wealth Advisors first reported a position in Spotify in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Spotify position peaked at $926K in Q1 2026.
  • 1,249 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.