JWM
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JGP Wealth Management’s Spotify SPOT Stock Holding History

JGP 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 		– Sell
-449
Closed -$218K – 239
2026
Q1 		$218K Buy
+449
New +$225K 0.02% 213

Other funds holding SPOT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

JGP Wealth Management sold out of Spotify (SPOT) in Q2 2026, closing a stake of 449 shares — an estimated $218K sold.

JGP Wealth Management first reported a position in SPOT in Q1 2026 and held it in 1 quarter. The position peaked at $218K in Q1 2026. 416 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • JGP Wealth Management reported no remaining Spotify position as of Q2 2026 after selling out during the quarter.
  • JGP Wealth Management sold 449 Spotify shares in Q2 2026, an estimated $218K.
  • JGP Wealth Management first reported a position in Spotify in Q1 2026 and held it in 1 quarter.
  • JGP Wealth Management's Spotify position peaked at $218K in Q1 2026.
  • 416 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.