Klingman & Associates’s Spotify SPOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$302K Buy
619
+25
+4% +$12.7K 0.01% 322
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

Klingman & Associates's SPOT Position: Q3 2026 in Review

Klingman & Associates increased its Spotify (SPOT) stake by 4.2% in Q3 2026, buying an estimated $12.7K and bringing the position to 619 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #322.

Klingman & Associates first reported a position in SPOT in Q2 2025 and has held it in 6 quarters since. The position peaked at $476K in Q3 2025. 315 funds tracked by Wall St. Rank hold SPOT as of Q3 2026.

  • Klingman & Associates held 619 shares of Spotify worth $302K as of Q3 2026.
  • Klingman & Associates bought 25 Spotify shares in Q3 2026, an estimated $12.7K.
  • Spotify made up 0.01% of Klingman & Associates's portfolio in Q3 2026, its #322 holding.
  • Klingman & Associates first reported a position in Spotify in Q2 2025 and has held it in 6 quarters since.
  • Klingman & Associates's Spotify position peaked at $476K in Q3 2025.
  • 315 funds tracked by Wall St. Rank held Spotify as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.