EW
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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
Q2 		– Sell
-536
Closed -$260K – 551
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
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

Evoke Wealth's SPOT Position: Q2 2026 in Review

Evoke Wealth sold out of Spotify (SPOT) in Q2 2026, closing a stake of 536 shares — an estimated $260K sold.

Evoke Wealth first reported a position in SPOT in Q2 2020 and held it in 12 quarters. The position peaked at $362K in Q2 2025. 1,252 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Evoke Wealth reported no remaining Spotify position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 536 Spotify shares in Q2 2026, an estimated $260K.
  • Evoke Wealth first reported a position in Spotify in Q2 2020 and held it in 12 quarters.
  • Evoke Wealth's Spotify position peaked at $362K in Q2 2025.
  • 1,252 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.