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IHT Wealth Management’s Spotify SPOT Stock Holding History

IHT 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 		$344K Buy
+749
New +$357K 0.01% 972
2025
Q4 		– Sell
-449
Closed -$313K – 1254
2025
Q3 		$313K Sell
449
-113
-20% -$79K 0.01% 914
2025
Q2 		$431K Sell
562
-38
-6% -$24.4K 0.01% 748
2025
Q1 		$330K Buy
600
+134
+29% +$74.9K 0.01% 824
2024
Q4 		$208K Buy
+466
New +$200K 0.01% 1006

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

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

IHT Wealth Management opened a new position in Spotify (SPOT) in Q2 2026: 749 shares worth $344K. The stake represents 0.01% of the portfolio and ranks #972 among its holdings. This is a return to the name: IHT Wealth Management previously reported a position in SPOT as recently as Q3 2025.

IHT Wealth Management first reported a position in SPOT in Q4 2024 and has held it in 5 quarters since. The position peaked at $431K in Q2 2025. 1,249 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • IHT Wealth Management held 749 shares of Spotify worth $344K as of Q2 2026.
  • Spotify was a new IHT Wealth Management position in Q2 2026.
  • Spotify made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #972 holding.
  • IHT Wealth Management first reported a position in Spotify in Q4 2024 and has held it in 5 quarters since.
  • IHT Wealth Management's Spotify position peaked at $431K in Q2 2025.
  • 1,249 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.