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Evolve Private Wealth’s Spotify SPOT Stock Holding History

Evolve Private 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 		$224K Sell
487
-651
-57% -$310K 0.01% 886
2026
Q1 		$552K Buy
1,138
+285
+33% +$143K 0.03% 532
2025
Q4 		$495K Buy
+853
New +$533K 0.03% 533

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

Evolve Private Wealth's SPOT Position: Q2 2026 in Review

Evolve Private Wealth reduced its Spotify (SPOT) stake by 57% in Q2 2026, selling an estimated $310K and leaving 487 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #886.

Evolve Private Wealth first reported a position in SPOT in Q4 2025 and has held it in 3 quarters since. The position peaked at $552K in Q1 2026. 1,249 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Evolve Private Wealth held 487 shares of Spotify worth $224K as of Q2 2026.
  • Evolve Private Wealth sold 651 Spotify shares in Q2 2026, an estimated $310K.
  • Spotify made up 0.01% of Evolve Private Wealth's portfolio in Q2 2026, its #886 holding.
  • Evolve Private Wealth first reported a position in Spotify in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Spotify position peaked at $552K in Q1 2026.
  • 1,249 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.