FWP
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Forefront Wealth Partners’s Spotify SPOT Stock Holding History

Forefront Wealth Partners’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 		$336K Sell
732
-52
-7% -$24.8K 0.1% 139
2026
Q1 		$380K Buy
+784
New +$393K 0.16% 114

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

Forefront Wealth Partners's SPOT Position: Q2 2026 in Review

Forefront Wealth Partners reduced its Spotify (SPOT) stake by 6.6% in Q2 2026, selling an estimated $24.8K and leaving 732 shares worth $336K. The position accounts for 0.1% of the portfolio, ranked #139.

Forefront Wealth Partners first reported a position in SPOT in Q1 2026 and has held it in 2 quarters since. The position peaked at $380K in Q1 2026. 1,252 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Forefront Wealth Partners held 732 shares of Spotify worth $336K as of Q2 2026.
  • Forefront Wealth Partners sold 52 Spotify shares in Q2 2026, an estimated $24.8K.
  • Spotify made up 0.1% of Forefront Wealth Partners's portfolio in Q2 2026, its #139 holding.
  • Forefront Wealth Partners first reported a position in Spotify in Q1 2026 and has held it in 2 quarters since.
  • Forefront Wealth Partners's Spotify position peaked at $380K in Q1 2026.
  • 1,252 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.