KA
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Kovack Advisors’s Spotify SPOT Stock Holding History

Kovack 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
Q1 		$266K Sell
563
-39
-6% -$19.6K 0.01% 805
2025
Q4 		$350K Buy
602
+107
+22% +$66.9K 0.02% 713
2025
Q3 		$346K Sell
495
-8
-2% -$5.59K 0.03% 422
2025
Q2 		$386K Buy
503
+15
+3% +$9.63K 0.04% 398
2025
Q1 		$268K Buy
488
+10
+2% +$5.59K 0.03% 457
2024
Q4 		$214K Buy
+478
New +$205K 0.02% 551

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

Kovack Advisors's SPOT Position: Q1 2026 in Review

Kovack Advisors reduced its Spotify (SPOT) stake by 6.5% in Q1 2026, selling an estimated $19.6K and leaving 563 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #805.

Kovack Advisors first reported a position in SPOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $386K in Q2 2025. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Kovack Advisors held 563 shares of Spotify worth $266K as of Q1 2026.
  • Kovack Advisors sold 39 Spotify shares in Q1 2026, an estimated $19.6K.
  • Spotify made up 0.01% of Kovack Advisors's portfolio in Q1 2026, its #805 holding.
  • Kovack Advisors first reported a position in Spotify in Q4 2024 and has held it in 6 quarters since.
  • Kovack Advisors's Spotify position peaked at $386K in Q2 2025.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.