KFS
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Kaizen Financial Strategies’s Spotify SPOT Stock Holding History

Kaizen Financial Strategies’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
-385
Closed -$205K – 190
2026
Q1 		$205K Buy
+385
New +$193K 0.09% 164
2023
Q1 		– Sell
-4,701
Closed -$433K – 120
2022
Q4 		$433K Sell
4,701
-120
-2% -$9.68K 0.43% 52
2022
Q3 		$416K Buy
4,821
+1,500
+45% +$161K 0.42% 57
2022
Q2 		$312K Buy
+3,321
New +$374K 0.31% 78

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

Kaizen Financial Strategies's SPOT Position: Q2 2026 in Review

Kaizen Financial Strategies sold out of Spotify (SPOT) in Q2 2026, closing a stake of 385 shares — an estimated $205K sold.

Kaizen Financial Strategies first reported a position in SPOT in Q2 2022 and held it in 4 quarters. The position peaked at $433K in Q4 2022. 1,252 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Kaizen Financial Strategies reported no remaining Spotify position as of Q2 2026 after selling out during the quarter.
  • Kaizen Financial Strategies sold 385 Spotify shares in Q2 2026, an estimated $205K.
  • Kaizen Financial Strategies first reported a position in Spotify in Q2 2022 and held it in 4 quarters.
  • Kaizen Financial Strategies's Spotify position peaked at $433K in Q4 2022.
  • 1,252 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.