IWA
SPOT icon

Icon Wealth Advisors’s Spotify SPOT Stock Holding History

Icon Wealth 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 		$972K Buy
2,118
+1,632
+336% +$778K 0.06% 188
2026
Q1 		$216K Buy
+486
New +$244K 0.01% 369
2025
Q4 		– Sell
-1,945
Closed -$1.36M – 505
2025
Q3 		$1.36M Sell
1,945
-232
-11% -$162K 0.09% 153
2025
Q2 		$1.67M Buy
2,177
+1,872
+614% +$1.2M 0.12% 136
2025
Q1 		$168K Buy
305
+68
+29% +$38K 0.01% 391
2024
Q4 		$106K Buy
+237
New +$101K 0.01% 493

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

Icon Wealth Advisors's SPOT Position: Q2 2026 in Review

Icon Wealth Advisors increased its Spotify (SPOT) stake by 336% in Q2 2026, buying an estimated $778K and bringing the position to 2,118 shares worth $972K. The position accounts for 0.06% of the portfolio, ranked #188.

Icon Wealth Advisors first reported a position in SPOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.67M in Q2 2025. 1,252 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Icon Wealth Advisors held 2,118 shares of Spotify worth $972K as of Q2 2026.
  • Icon Wealth Advisors bought 1,632 Spotify shares in Q2 2026, an estimated $778K.
  • Spotify made up 0.06% of Icon Wealth Advisors's portfolio in Q2 2026, its #188 holding.
  • Icon Wealth Advisors first reported a position in Spotify in Q4 2024 and has held it in 6 quarters since.
  • Icon Wealth Advisors's Spotify position peaked at $1.67M in Q2 2025.
  • 1,252 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.