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Journey Advisory Group’s Spotify SPOT Stock Holding History

Journey Advisory Group’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
-2,552
Closed -$1.24M – 287
2026
Q1 		$1.24M Buy
2,552
+871
+52% +$437K 0.11% 133
2025
Q4 		$976K Sell
1,681
-882
-34% -$551K 0.08% 155
2025
Q3 		$1.79M Buy
2,563
+46
+2% +$32.2K 0.13% 122
2025
Q2 		$1.93M Buy
2,517
+283
+13% +$182K 0.15% 124
2025
Q1 		$1.23M Buy
+2,234
New +$1.25M 0.1% 136

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TCMX
Technology Crossover Management XI Menlo Park, California $533M AUM 42.1% 1-Year Est. Return

Journey Advisory Group's SPOT Position: Q2 2026 in Review

Journey Advisory Group sold out of Spotify (SPOT) in Q2 2026, closing a stake of 2,552 shares — an estimated $1.24M sold.

Journey Advisory Group first reported a position in SPOT in Q1 2025 and held it in 5 quarters. The position peaked at $1.93M in Q2 2025. 746 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Journey Advisory Group reported no remaining Spotify position as of Q2 2026 after selling out during the quarter.
  • Journey Advisory Group sold 2,552 Spotify shares in Q2 2026, an estimated $1.24M.
  • Journey Advisory Group first reported a position in Spotify in Q1 2025 and held it in 5 quarters.
  • Journey Advisory Group's Spotify position peaked at $1.93M in Q2 2025.
  • 746 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.