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Kerr Financial Planning’s Spotify SPOT Stock Holding History

Kerr Financial Planning’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 		$18.4K Hold
40
– – 0.02% 298
2026
Q1 		$17K Hold
40
– – 0.01% 301
2025
Q4 		$16.3K Hold
40
– – 0.02% 305
2025
Q3 		$25.7K Buy
+40
New +$28K 0.04% 234

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

Kerr Financial Planning's SPOT Position: Q2 2026 in Review

Kerr Financial Planning held its Spotify (SPOT) position steady in Q2 2026 at 40 shares worth $18.4K. The position accounts for 0.02% of the portfolio, ranked #298.

Kerr Financial Planning first reported a position in SPOT in Q3 2025 and has held it in 4 quarters since. The position peaked at $25.7K in Q3 2025. 1,249 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Kerr Financial Planning held 40 shares of Spotify worth $18.4K as of Q2 2026.
  • Kerr Financial Planning left its Spotify share count unchanged in Q2 2026.
  • Spotify made up 0.02% of Kerr Financial Planning's portfolio in Q2 2026, its #298 holding.
  • Kerr Financial Planning first reported a position in Spotify in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Spotify position peaked at $25.7K in Q3 2025.
  • 1,249 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.