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Foundations Investment Advisors’s Spotify SPOT Stock Holding History

Foundations Investment 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
Q2 		– Sell
-431
Closed -$209K – 1297
2026
Q1 		$209K Buy
431
+1
+0.2% +$502 ﹤0.01% 1088
2025
Q4 		$250K Sell
430
-385
-47% -$241K ﹤0.01% 964
2025
Q3 		$569K Buy
815
+129
+19% +$90.2K 0.01% 622
2025
Q2 		$526K Buy
686
+256
+60% +$164K 0.01% 561
2025
Q1 		$237K Buy
+430
New +$240K ﹤0.01% 778

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

Foundations Investment Advisors's SPOT Position: Q2 2026 in Review

Foundations Investment Advisors sold out of Spotify (SPOT) in Q2 2026, closing a stake of 431 shares — an estimated $209K sold.

Foundations Investment Advisors first reported a position in SPOT in Q1 2025 and held it in 5 quarters. The position peaked at $569K in Q3 2025. 1,252 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Foundations Investment Advisors reported no remaining Spotify position as of Q2 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 431 Spotify shares in Q2 2026, an estimated $209K.
  • Foundations Investment Advisors first reported a position in Spotify in Q1 2025 and held it in 5 quarters.
  • Foundations Investment Advisors's Spotify position peaked at $569K in Q3 2025.
  • 1,252 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.