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
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 $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

Icon Wealth Advisors's SPOT Position: Q1 2026 in Review

Icon Wealth Advisors opened a new position in Spotify (SPOT) in Q1 2026: 486 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #369 among its holdings. This is a return to the name: Icon Wealth Advisors previously reported a position in SPOT as recently as Q3 2025.

Icon Wealth Advisors first reported a position in SPOT in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.67M in Q2 2025. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Icon Wealth Advisors held 486 shares of Spotify worth $216K as of Q1 2026.
  • Spotify was a new Icon Wealth Advisors position in Q1 2026.
  • Spotify made up 0.01% of Icon Wealth Advisors's portfolio in Q1 2026, its #369 holding.
  • Icon Wealth Advisors first reported a position in Spotify in Q4 2024 and has held it in 5 quarters since.
  • Icon Wealth Advisors's Spotify position peaked at $1.67M in Q2 2025.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.