Independent Advisor Alliance’s Spotify SPOT Stock Holding History

Independent Advisor Alliance’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	$2.14M	Sell	4,662 -282	-6%	-$134K	0.05%	265
2026 Q1	$2.4M	Sell	4,944 -5,685	-53%	-$2.85M	0.03%	504
2025 Q4	$6.17M	Sell	10,629 -1,245	-10%	-$778K	0.15%	108
2025 Q3	$8.29M	Sell	11,874 -168	-1%	-$117K	0.22%	72
2025 Q2	$9.24M	Buy	12,042 +1,427	+13%	+$916K	0.27%	60
2025 Q1	$5.84M	Buy	10,615 +728	+7%	+$407K	0.19%	91
2024 Q4	$4.42M	Buy	9,887 +5,700	+136%	+$2.44M	0.06%	296
2024 Q3	$1.54M	Buy	4,187 +2,287	+120%	+$760K	0.06%	257
2024 Q2	$596K	Buy	1,900 +141	+8%	+$42.5K	0.02%	423
2024 Q1	$464K	Sell	1,759 -2	-0.1%	-$470	0.02%	470
2023 Q4	$331K	Buy	+1,761	New	+$308K	0.01%	527

Other funds holding SPOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Independent Advisor Alliance's SPOT Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Spotify (SPOT) stake by 5.7% in Q2 2026, selling an estimated $134K and leaving 4,662 shares worth $2.14M. The position accounts for 0.05% of the portfolio, ranked #265.

Independent Advisor Alliance first reported a position in SPOT in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.24M in Q2 2025. 1,252 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

Independent Advisor Alliance held 4,662 shares of Spotify worth $2.14M as of Q2 2026.
Independent Advisor Alliance sold 282 Spotify shares in Q2 2026, an estimated $134K.
Spotify made up 0.05% of Independent Advisor Alliance's portfolio in Q2 2026, its #265 holding.
Independent Advisor Alliance first reported a position in Spotify in Q4 2023 and has held it in 11 quarters since.
Independent Advisor Alliance's Spotify position peaked at $9.24M in Q2 2025.
1,252 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.