JWA
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JFS Wealth Advisors’s Spotify SPOT Stock Holding History

JFS 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 		$14.7K Sell
32
-4
-11% -$1.91K ﹤0.01% 851
2026
Q1 		$17.5K Buy
36
+1
+3% +$502 ﹤0.01% 771
2025
Q4 		$20.3K Buy
35
+5
+17% +$3.13K ﹤0.01% 741
2025
Q3 		$20.9K Hold
30
– – ﹤0.01% 686
2025
Q2 		$23K Buy
30
+2
+7% +$1.28K ﹤0.01% 629
2025
Q1 		$15.4K Buy
28
+1
+4% +$559 ﹤0.01% 738
2024
Q4 		$12.1K Hold
27
– – ﹤0.01% 798
2024
Q3 		$9.95K Buy
27
+1
+4% +$332 ﹤0.01% 856
2024
Q2 		$8.16K Hold
26
– – ﹤0.01% 859
2024
Q1 		$6.86K Hold
26
– – ﹤0.01% 963
2023
Q4 		$4.89K Hold
26
– – ﹤0.01% 1065
2023
Q3 		$4.02K Buy
26
+3
+13% +$457 ﹤0.01% 1088
2023
Q2 		$3.69K Hold
23
– – ﹤0.01% 1143
2023
Q1 		$3.07K Buy
23
+14
+156% +$1.6K ﹤0.01% 1195
2022
Q4 		$711 Sell
9
-11
-55% -$887 ﹤0.01% 1675
2022
Q3 		$2K Buy
20
+10
+100% +$1.07K ﹤0.01% 1394
2022
Q2 		$1K Sell
10
-4
-29% -$451 ﹤0.01% 1641
2022
Q1 		$2K Buy
14
+9
+180% +$1.54K ﹤0.01% 1493
2021
Q4 		$1K Buy
+5
New +$1.25K ﹤0.01% 1560
2021
Q2 		– Sell
-35
Closed -$9K – 636
2021
Q1 		$9K Buy
+35
New +$10.9K ﹤0.01% 427

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

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

JFS Wealth Advisors reduced its Spotify (SPOT) stake by 11% in Q2 2026, selling an estimated $1.91K and leaving 32 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #851.

JFS Wealth Advisors first reported a position in SPOT in Q1 2021 and has held it in 20 quarters since. The position peaked at $23K in Q2 2025. 1,249 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • JFS Wealth Advisors held 32 shares of Spotify worth $14.7K as of Q2 2026.
  • JFS Wealth Advisors sold 4 Spotify shares in Q2 2026, an estimated $1.91K.
  • Spotify made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #851 holding.
  • JFS Wealth Advisors first reported a position in Spotify in Q1 2021 and has held it in 20 quarters since.
  • JFS Wealth Advisors's Spotify position peaked at $23K in Q2 2025.
  • 1,249 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.