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Klingman & Associates’s Spotify SPOT Stock Holding History

Klingman & Associates’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
Q1 		$299K Buy
616
+12
+2% +$6.02K 0.01% 259
2025
Q4 		$351K Sell
604
-78
-11% -$48.8K 0.02% 237
2025
Q3 		$476K Buy
682
+111
+19% +$77.6K 0.02% 194
2025
Q2 		$438K Buy
+571
New +$366K 0.02% 184

Other funds holding SPOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Klingman & Associates's SPOT Position: Q1 2026 in Review

Klingman & Associates increased its Spotify (SPOT) stake by 2% in Q1 2026, buying an estimated $6.02K and bringing the position to 616 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #259.

Klingman & Associates first reported a position in SPOT in Q2 2025 and has held it in 4 quarters since. The position peaked at $476K in Q3 2025. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Klingman & Associates held 616 shares of Spotify worth $299K as of Q1 2026.
  • Klingman & Associates bought 12 Spotify shares in Q1 2026, an estimated $6.02K.
  • Spotify made up 0.01% of Klingman & Associates's portfolio in Q1 2026, its #259 holding.
  • Klingman & Associates first reported a position in Spotify in Q2 2025 and has held it in 4 quarters since.
  • Klingman & Associates's Spotify position peaked at $476K in Q3 2025.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.