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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
Q2 		$273K Sell
594
-22
-4% -$10.5K 0.01% 284
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 $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

Klingman & Associates's SPOT Position: Q2 2026 in Review

Klingman & Associates reduced its Spotify (SPOT) stake by 3.6% in Q2 2026, selling an estimated $10.5K and leaving 594 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #284.

Klingman & Associates first reported a position in SPOT in Q2 2025 and has held it in 5 quarters since. The position peaked at $476K in Q3 2025. 1,252 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Klingman & Associates held 594 shares of Spotify worth $273K as of Q2 2026.
  • Klingman & Associates sold 22 Spotify shares in Q2 2026, an estimated $10.5K.
  • Spotify made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #284 holding.
  • Klingman & Associates first reported a position in Spotify in Q2 2025 and has held it in 5 quarters since.
  • Klingman & Associates's Spotify position peaked at $476K in Q3 2025.
  • 1,252 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.