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Larry Mathis Financial Planning’s Spotify SPOT Stock Holding History

Larry Mathis Financial Planning’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 		$325K Sell
707
-72
-9% -$34.3K 0.25% 100
2026
Q1 		$378K Buy
+779
New +$391K 0.34% 85

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

Larry Mathis Financial Planning's SPOT Position: Q2 2026 in Review

Larry Mathis Financial Planning reduced its Spotify (SPOT) stake by 9.2% in Q2 2026, selling an estimated $34.3K and leaving 707 shares worth $325K. The position accounts for 0.25% of the portfolio, ranked #100.

Larry Mathis Financial Planning first reported a position in SPOT in Q1 2026 and has held it in 2 quarters since. The position peaked at $378K in Q1 2026. 1,244 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Larry Mathis Financial Planning held 707 shares of Spotify worth $325K as of Q2 2026.
  • Larry Mathis Financial Planning sold 72 Spotify shares in Q2 2026, an estimated $34.3K.
  • Spotify made up 0.25% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #100 holding.
  • Larry Mathis Financial Planning first reported a position in Spotify in Q1 2026 and has held it in 2 quarters since.
  • Larry Mathis Financial Planning's Spotify position peaked at $378K in Q1 2026.
  • 1,244 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.