Exencial Wealth Advisors’s Spotify SPOT Stock Holding History

Exencial 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 Q1	$692K	Buy	+1,427	New	+$716K	0.02%	347

Other funds holding SPOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Exencial Wealth Advisors's SPOT Position: Q1 2026 in Review

Exencial Wealth Advisors opened a new position in Spotify (SPOT) in Q1 2026: 1,427 shares worth $692K. The stake represents 0.02% of the portfolio and ranks #347 among its holdings.

1,282 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

Exencial Wealth Advisors held 1,427 shares of Spotify worth $692K as of Q1 2026.
Spotify was a new Exencial Wealth Advisors position in Q1 2026.
Spotify made up 0.02% of Exencial Wealth Advisors's portfolio in Q1 2026, its #347 holding.
1,282 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.