HWM
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HB Wealth Management’s Spotify SPOT Stock Holding History

HB Wealth 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 		$1.74M Buy
3,798
+275
+8% +$131K 0.01% 520
2026
Q1 		$1.71M Buy
3,523
+800
+29% +$401K 0.01% 474
2025
Q4 		$1.58M Sell
2,723
-247
-8% -$154K 0.01% 473
2025
Q3 		$2.07M Buy
2,970
+261
+10% +$183K 0.01% 405
2025
Q2 		$2.08M Buy
2,709
+204
+8% +$131K 0.02% 367
2025
Q1 		$1.38M Buy
2,505
+784
+46% +$438K 0.01% 464
2024
Q4 		$770K Buy
1,721
+569
+49% +$244K 0.01% 480
2024
Q3 		$425K Buy
1,152
+119
+12% +$39.6K ﹤0.01% 645
2024
Q2 		$324K Buy
1,033
+84
+9% +$25.3K ﹤0.01% 688
2024
Q1 		$250K Buy
+949
New +$223K ﹤0.01% 720

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 $3.38T AUM 44.17% 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

HB Wealth Management's SPOT Position: Q2 2026 in Review

HB Wealth Management increased its Spotify (SPOT) stake by 7.8% in Q2 2026, buying an estimated $131K and bringing the position to 3,798 shares worth $1.74M. The position accounts for 0.01% of the portfolio, ranked #520.

HB Wealth Management first reported a position in SPOT in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.08M in Q2 2025. 1,254 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • HB Wealth Management held 3,798 shares of Spotify worth $1.74M as of Q2 2026.
  • HB Wealth Management bought 275 Spotify shares in Q2 2026, an estimated $131K.
  • Spotify made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #520 holding.
  • HB Wealth Management first reported a position in Spotify in Q1 2024 and has held it in 10 quarters since.
  • HB Wealth Management's Spotify position peaked at $2.08M in Q2 2025.
  • 1,254 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.