Kingswood Wealth Advisors’s Spotify SPOT Stock Holding History

Kingswood Wealth Advisors’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	$330K	Sell	719 -39	-5%	-$18.6K	0.01%	742
2026 Q1	$368K	Sell	758 -30	-4%	-$15.1K	0.02%	646
2025 Q4	$458K	Buy	788 +88	+13%	+$55K	0.02%	546
2025 Q3	$489K	Sell	700 -468	-40%	-$327K	0.03%	482
2025 Q2	$896K	Sell	1,168 -6,209	-84%	-$3.99M	0.07%	282
2025 Q1	$4.06M	Buy	7,377 +2,935	+66%	+$1.64M	0.37%	53
2024 Q4	$1.99M	Buy	4,442 +328	+8%	+$140K	0.15%	153
2024 Q3	$1.52M	Buy	4,114 +1,951	+90%	+$649K	0.11%	216
2024 Q2	$679K	Buy	+2,163	New	+$651K	0.06%	311

Other funds holding SPOT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

KGAMU

KPS Global Asset Management (UK) London, United Kingdom $620M AUM 14.15% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Kingswood Wealth Advisors's SPOT Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Spotify (SPOT) stake by 5.1% in Q2 2026, selling an estimated $18.6K and leaving 719 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #742.

Kingswood Wealth Advisors first reported a position in SPOT in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.06M in Q1 2025. 278 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

Kingswood Wealth Advisors held 719 shares of Spotify worth $330K as of Q2 2026.
Kingswood Wealth Advisors sold 39 Spotify shares in Q2 2026, an estimated $18.6K.
Spotify made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #742 holding.
Kingswood Wealth Advisors first reported a position in Spotify in Q2 2024 and has held it in 9 quarters since.
Kingswood Wealth Advisors's Spotify position peaked at $4.06M in Q1 2025.
278 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.