Forum Finance Group’s Spotify SPOT Stock Holding History

Forum Finance Group’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	$310K	Buy	835 +335	+67%	+$160K	0.11%	126
2026 Q1	$193K	Buy	+500	New	+$251K	0.1%	131

Other funds holding SPOT

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 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

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Forum Finance Group's SPOT Position: Q2 2026 in Review

Forum Finance Group increased its Spotify (SPOT) stake by 67% in Q2 2026, buying an estimated $160K and bringing the position to 835 shares worth $310K. The position accounts for 0.11% of the portfolio, ranked #126.

Forum Finance Group first reported a position in SPOT in Q1 2026 and has held it in 2 quarters since. 1,249 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

Forum Finance Group held 835 shares of Spotify worth $310K as of Q2 2026.
Forum Finance Group bought 335 Spotify shares in Q2 2026, an estimated $160K.
Spotify made up 0.11% of Forum Finance Group's portfolio in Q2 2026, its #126 holding.
Forum Finance Group first reported a position in Spotify in Q1 2026 and has held it in 2 quarters since.
1,249 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.