IWC
SPOT icon

Integrated Wealth Concepts’s Spotify SPOT Stock Holding History

Integrated Wealth Concepts’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 		$1.99M Buy
4,111
+2,515
+158% +$1.26M 0.02% 742
2025
Q4 		$927K Sell
1,596
-1,560
-49% -$975K 0.01% 804
2025
Q3 		$2.2M Sell
3,156
-188
-6% -$131K 0.02% 641
2025
Q2 		$2.57M Buy
3,344
+642
+24% +$412K 0.03% 540
2025
Q1 		$1.49M Buy
2,702
+769
+40% +$430K 0.02% 664
2024
Q4 		$865K Buy
1,933
+190
+11% +$81.4K 0.01% 886
2024
Q3 		$642K Buy
1,743
+93
+6% +$30.9K 0.01% 981
2024
Q2 		$518K Buy
1,650
+623
+61% +$188K 0.01% 1030
2024
Q1 		$271K Buy
+1,027
New +$241K ﹤0.01% 1376

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

Integrated Wealth Concepts's SPOT Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Spotify (SPOT) stake by 158% in Q1 2026, buying an estimated $1.26M and bringing the position to 4,111 shares worth $1.99M. The position accounts for 0.02% of the portfolio, ranked #742.

Integrated Wealth Concepts first reported a position in SPOT in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.57M in Q2 2025. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Integrated Wealth Concepts held 4,111 shares of Spotify worth $1.99M as of Q1 2026.
  • Integrated Wealth Concepts bought 2,515 Spotify shares in Q1 2026, an estimated $1.26M.
  • Spotify made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #742 holding.
  • Integrated Wealth Concepts first reported a position in Spotify in Q1 2024 and has held it in 9 quarters since.
  • Integrated Wealth Concepts's Spotify position peaked at $2.57M in Q2 2025.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.