Gerber Kawasaki Wealth & Investment Management’s Spotify SPOT Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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	$441K	Buy	960 +48	+5%	+$22.9K	0.01%	249
2026 Q1	$442K	Sell	912 -3	-0.3%	-$1.51K	0.01%	232
2025 Q4	$531K	Buy	+915	New	+$572K	0.02%	209
2021 Q4	–	Sell	-464	Closed	-$104K	–	984
2021 Q3	$104K	Buy	+464	New	+$109K	0.01%	235
2021 Q1	–	Sell	-707	Closed	-$222K	–	234
2020 Q4	$222K	Sell	707 -127	-15%	-$35.8K	0.03%	163
2020 Q3	$202K	Sell	834 -29	-3%	-$7.49K	0.04%	119
2020 Q2	$222K	Buy	+863	New	+$148K	0.05%	121
2019 Q3	–	Sell	-1,433	Closed	-$209K	–	141
2019 Q2	$209K	Sell	1,433 -446	-24%	-$61.4K	0.06%	112
2019 Q1	$260K	Buy	+1,879	New	+$257K	0.08%	101

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's SPOT Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its Spotify (SPOT) stake by 5.3% in Q2 2026, buying an estimated $22.9K and bringing the position to 960 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #249.

Gerber Kawasaki Wealth & Investment Management first reported a position in SPOT in Q1 2019 and has held it in 9 quarters since. The position peaked at $531K in Q4 2025. 837 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 960 shares of Spotify worth $441K as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management bought 48 Spotify shares in Q2 2026, an estimated $22.9K.
Spotify made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #249 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in Spotify in Q1 2019 and has held it in 9 quarters since.
Gerber Kawasaki Wealth & Investment Management's Spotify position peaked at $531K in Q4 2025.
837 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.