KFI
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Key Financial Inc’s Spotify SPOT Stock Holding History

Key Financial Inc’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 		$19.3K Sell
42
-15
-26% -$7.15K ﹤0.01% 736
2026
Q1 		$27.6K Buy
57
+15
+36% +$7.53K ﹤0.01% 657
2025
Q4 		$24.4K Hold
42
– – ﹤0.01% 677
2025
Q3 		$29.4K Hold
42
– – 0.01% 626
2025
Q2 		$32.2K Hold
42
– – 0.01% 583
2025
Q1 		$23.1K Buy
42
+27
+180% +$15.1K 0.01% 629
2024
Q4 		$6.71K Buy
+15
New +$6.42K ﹤0.01% 910

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

Key Financial Inc's SPOT Position: Q2 2026 in Review

Key Financial Inc reduced its Spotify (SPOT) stake by 26% in Q2 2026, selling an estimated $7.15K and leaving 42 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Key Financial Inc first reported a position in SPOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $32.2K in Q2 2025. 1,253 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Key Financial Inc held 42 shares of Spotify worth $19.3K as of Q2 2026.
  • Key Financial Inc sold 15 Spotify shares in Q2 2026, an estimated $7.15K.
  • Spotify made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #736 holding.
  • Key Financial Inc first reported a position in Spotify in Q4 2024 and has held it in 7 quarters since.
  • Key Financial Inc's Spotify position peaked at $32.2K in Q2 2025.
  • 1,253 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.