GoalVest Advisory’s Spotify SPOT Stock Holding History

GoalVest Advisory’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	$58.3K	Hold	127	–	–	0.01%	192
2026 Q1	$61.6K	Buy	127 +11	+9%	+$5.52K	0.01%	204
2025 Q4	$67.4K	Hold	116	–	–	0.01%	211
2025 Q3	$81K	Hold	116	–	–	0.02%	184
2025 Q2	$89K	Hold	116	–	–	0.02%	178
2025 Q1	$63.8K	Buy	116 +33	+40%	+$18.4K	0.02%	171
2024 Q4	$37.1K	Hold	83	–	–	0.01%	203
2024 Q3	$30.6K	Sell	83 -82	-50%	-$27.3K	0.01%	229
2024 Q2	$51.8K	Hold	165	–	–	0.02%	174
2024 Q1	$43.5K	Hold	165	–	–	0.01%	202
2023 Q4	$31K	Hold	165	–	–	0.01%	178
2023 Q3	$25.5K	Sell	165 -60	-27%	-$9.14K	0.01%	194
2023 Q2	$36.1K	Hold	225	–	–	0.02%	163
2023 Q1	$30.1K	Hold	225	–	–	0.02%	145
2022 Q4	$17.8K	Hold	225	–	–	0.01%	164
2022 Q3	$19K	Hold	225	–	–	0.01%	158
2022 Q2	$24K	Buy	+225	New	+$25.4K	0.02%	208

Other funds holding SPOT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

EAM

Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

NIM

Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return

GoalVest Advisory's SPOT Position: Q2 2026 in Review

GoalVest Advisory held its Spotify (SPOT) position steady in Q2 2026 at 127 shares worth $58.3K. The position accounts for 0.01% of the portfolio, ranked #192.

GoalVest Advisory first reported a position in SPOT in Q2 2022 and has held it in 17 quarters since. The position peaked at $89K in Q2 2025. 130 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

GoalVest Advisory held 127 shares of Spotify worth $58.3K as of Q2 2026.
GoalVest Advisory left its Spotify share count unchanged in Q2 2026.
Spotify made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #192 holding.
GoalVest Advisory first reported a position in Spotify in Q2 2022 and has held it in 17 quarters since.
GoalVest Advisory's Spotify position peaked at $89K in Q2 2025.
130 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.