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Halbert Hargrove Global Advisors’s Spotify SPOT Stock Holding History

Halbert Hargrove Global 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 		$255 Buy
+1
New +$477 ﹤0.01% 617
2025
Q4 		– Sell
-11
Closed -$7.68K – 699
2025
Q3 		$7.68K Buy
+11
New +$7.69K ﹤0.01% 357
2025
Q1 		– Hold
0
– – – 586

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

Halbert Hargrove Global Advisors's SPOT Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Spotify (SPOT) in Q2 2026: 1 share worth $255. The stake represents ﹤0.01% of the portfolio and ranks #617 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in SPOT as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in SPOT in Q3 2025 and has held it in 2 quarters since. The position peaked at $7.68K in Q3 2025. 1,249 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Halbert Hargrove Global Advisors held 1 share of Spotify worth $255 as of Q2 2026.
  • Spotify was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Spotify made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #617 holding.
  • Halbert Hargrove Global Advisors first reported a position in Spotify in Q3 2025 and has held it in 2 quarters since.
  • Halbert Hargrove Global Advisors's Spotify position peaked at $7.68K in Q3 2025.
  • 1,249 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.