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Johnson Financial Group Inc (Wisconsin)’s Spotify SPOT Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$2.2M Buy
4,539
+1,342
+42% +$673K 0.08% 116
2025
Q4 		$1.86M Sell
3,197
-582
-15% -$364K 0.07% 124
2025
Q3 		$2.64M Buy
+3,779
New +$2.64M 0.1% 108
2023
Q2 		– Sell
-45
Closed -$6.01K – 697
2023
Q1 		$6.01K Hold
45
– – ﹤0.01% 546
2022
Q4 		$3.55K Hold
45
– – ﹤0.01% 556
2022
Q3 		$4K Hold
45
– – ﹤0.01% 556
2022
Q2 		$4K Hold
45
– – ﹤0.01% 587
2022
Q1 		$7K Hold
45
– – ﹤0.01% 603
2021
Q4 		$11K Hold
45
– – ﹤0.01% 614
2021
Q3 		$10K Hold
45
– – ﹤0.01% 548
2021
Q2 		$12K Hold
45
– – ﹤0.01% 552
2021
Q1 		$12K Buy
+45
New +$14K ﹤0.01% 536

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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

Johnson Financial Group Inc (Wisconsin)'s SPOT Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) increased its Spotify (SPOT) stake by 42% in Q1 2026, buying an estimated $673K and bringing the position to 4,539 shares worth $2.2M. The position accounts for 0.08% of the portfolio, ranked #116.

Johnson Financial Group Inc (Wisconsin) first reported a position in SPOT in Q1 2021 and has held it in 12 quarters since. The position peaked at $2.64M in Q3 2025. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) held 4,539 shares of Spotify worth $2.2M as of Q1 2026.
  • Johnson Financial Group Inc (Wisconsin) bought 1,342 Spotify shares in Q1 2026, an estimated $673K.
  • Spotify made up 0.08% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #116 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Spotify in Q1 2021 and has held it in 12 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s Spotify position peaked at $2.64M in Q3 2025.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.