Focus Partners Wealth
SPOT icon

Focus Partners Wealth’s Spotify SPOT Stock Holding History

Focus Partners 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 		$17.3M Buy
35,551
+140
+0.4% +$70.3K 0.02% 539
2025
Q4 		$20.6M Buy
35,411
+5,642
+19% +$3.53M 0.02% 475
2025
Q3 		$20.8M Buy
29,769
+14,745
+98% +$10.3M 0.03% 396
2025
Q2 		$11.5M Sell
15,024
-7,189
-32% -$4.61M 0.03% 467
2025
Q1 		$12.2M Buy
22,213
+14,670
+194% +$8.2M 0.03% 434
2024
Q4 		$3.37M Buy
7,543
+5,706
+311% +$2.44M 0.01% 725
2024
Q3 		$677K Buy
1,837
+440
+31% +$146K ﹤0.01% 1053
2024
Q2 		$438K Buy
1,397
+294
+27% +$88.5K ﹤0.01% 975
2024
Q1 		$291K Sell
1,103
-396
-26% -$93K ﹤0.01% 843
2023
Q4 		$282K Buy
+1,499
New +$262K ﹤0.01% 683

Other funds holding SPOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Focus Partners Wealth's SPOT Position: Q1 2026 in Review

Focus Partners Wealth increased its Spotify (SPOT) stake by 0.4% in Q1 2026, buying an estimated $70.3K and bringing the position to 35,551 shares worth $17.3M. The position accounts for 0.02% of the portfolio, ranked #539.

Focus Partners Wealth first reported a position in SPOT in Q4 2023 and has held it in 10 quarters since. The position peaked at $20.8M in Q3 2025. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Focus Partners Wealth held 35,551 shares of Spotify worth $17.3M as of Q1 2026.
  • Focus Partners Wealth bought 140 Spotify shares in Q1 2026, an estimated $70.3K.
  • Spotify made up 0.02% of Focus Partners Wealth's portfolio in Q1 2026, its #539 holding.
  • Focus Partners Wealth first reported a position in Spotify in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's Spotify position peaked at $20.8M in Q3 2025.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

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