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GLOBALT Investments’s Spotify SPOT Stock Holding History

GLOBALT Investments’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 		$863K Buy
1,780
+15
+0.8% +$7.53K 0.03% 149
2025
Q4 		$1.02M Sell
1,765
-285
-14% -$178K 0.04% 138
2025
Q3 		$1.43M Sell
2,050
-9
-0.4% -$6.29K 0.05% 129
2025
Q2 		$1.58M Buy
2,059
+33
+2% +$21.2K 0.06% 125
2025
Q1 		$1.11M Sell
2,026
-163
-7% -$91.1K 0.05% 135
2024
Q4 		$979K Sell
2,189
-7
-0.3% -$3K 0.04% 149
2024
Q3 		$809K Buy
+2,196
New +$730K 0.03% 154

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

GLOBALT Investments's SPOT Position: Q1 2026 in Review

GLOBALT Investments increased its Spotify (SPOT) stake by 0.85% in Q1 2026, buying an estimated $7.53K and bringing the position to 1,780 shares worth $863K. The position accounts for 0.03% of the portfolio, ranked #149.

GLOBALT Investments first reported a position in SPOT in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.58M in Q2 2025. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • GLOBALT Investments held 1,780 shares of Spotify worth $863K as of Q1 2026.
  • GLOBALT Investments bought 15 Spotify shares in Q1 2026, an estimated $7.53K.
  • Spotify made up 0.03% of GLOBALT Investments's portfolio in Q1 2026, its #149 holding.
  • GLOBALT Investments first reported a position in Spotify in Q3 2024 and has held it in 7 quarters since.
  • GLOBALT Investments's Spotify position peaked at $1.58M in Q2 2025.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.