Evoke Wealth’s Spotify SPOT Stock Holding History

Evoke Wealth’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 Q1	$260K	Buy	536 +88	+20%	+$44.2K	﹤0.01%	583
2025 Q4	$260K	Sell	448 -45	-9%	-$28.1K	﹤0.01%	560
2025 Q3	$344K	Buy	493 +21	+4%	+$14.7K	0.01%	475
2025 Q2	$362K	Buy	+472	New	+$303K	0.01%	412
2022 Q4	–	Sell	-200	Closed	-$17K	–	1036
2022 Q3	$17K	Hold	200	–	–	﹤0.01%	669
2022 Q2	$19K	Hold	200	–	–	﹤0.01%	660
2022 Q1	$30K	Hold	200	–	–	﹤0.01%	595
2021 Q4	$47K	Hold	200	–	–	﹤0.01%	537
2021 Q3	$45K	Hold	200	–	–	﹤0.01%	519
2021 Q2	$55K	Buy	+200	New	+$50.7K	﹤0.01%	515
2020 Q4	–	Sell	-193	Closed	-$47K	–	1076
2020 Q3	$47K	Buy	193 +143	+286%	+$36.9K	﹤0.01%	366
2020 Q2	$13K	Buy	+50	New	+$8.57K	﹤0.01%	523

Other funds holding SPOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Evoke Wealth's SPOT Position: Q1 2026 in Review

Evoke Wealth increased its Spotify (SPOT) stake by 20% in Q1 2026, buying an estimated $44.2K and bringing the position to 536 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

Evoke Wealth first reported a position in SPOT in Q2 2020 and has held it in 12 quarters since. The position peaked at $362K in Q2 2025. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

Evoke Wealth held 536 shares of Spotify worth $260K as of Q1 2026.
Evoke Wealth bought 88 Spotify shares in Q1 2026, an estimated $44.2K.
Spotify made up ﹤0.01% of Evoke Wealth's portfolio in Q1 2026, its #583 holding.
Evoke Wealth first reported a position in Spotify in Q2 2020 and has held it in 12 quarters since.
Evoke Wealth's Spotify position peaked at $362K in Q2 2025.
1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.