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Larson Financial Group’s Spotify SPOT Stock Holding History

Larson Financial Group’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 		$1.49M Buy
3,254
+1,062
+48% +$506K 0.04% 294
2026
Q1 		$1.06M Buy
2,192
+1,103
+101% +$554K 0.03% 314
2025
Q4 		$632K Buy
1,089
+353
+48% +$221K 0.02% 404
2025
Q3 		$514K Buy
736
+105
+17% +$73.4K 0.02% 455
2025
Q2 		$484K Buy
631
+221
+54% +$142K 0.02% 438
2025
Q1 		$226K Buy
410
+266
+185% +$149K 0.01% 607
2024
Q4 		$64.4K Buy
144
+47
+48% +$20.1K ﹤0.01% 828
2024
Q3 		$35.7K Buy
97
+33
+52% +$11K ﹤0.01% 1013
2024
Q2 		$20.1K Sell
64
-29
-31% -$8.73K ﹤0.01% 1054
2024
Q1 		$24.5K Buy
93
+43
+86% +$10.1K ﹤0.01% 840
2023
Q4 		$9.4K Hold
50
– – ﹤0.01% 1034
2023
Q3 		$7.73K Buy
50
+31
+163% +$4.72K ﹤0.01% 1068
2023
Q2 		$3.05K Buy
+19
New +$2.75K ﹤0.01% 1195
2022
Q1 		– Sell
-2
Closed – – 1156
2021
Q4 		$0 Buy
+2
New +$500 ﹤0.01% 1168
2019
Q3 		– Sell
-430
Closed -$63K – 620
2019
Q2 		$63K Sell
430
-70
-14% -$9.63K 0.05% 106
2019
Q1 		$69K Hold
500
– – 0.05% 95
2018
Q4 		$57K Buy
+500
New +$69.9K 0.05% 105

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

Larson Financial Group's SPOT Position: Q2 2026 in Review

Larson Financial Group increased its Spotify (SPOT) stake by 48% in Q2 2026, buying an estimated $506K and bringing the position to 3,254 shares worth $1.49M. The position accounts for 0.04% of the portfolio, ranked #294.

Larson Financial Group first reported a position in SPOT in Q4 2018 and has held it in 17 quarters since. 1,249 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Larson Financial Group held 3,254 shares of Spotify worth $1.49M as of Q2 2026.
  • Larson Financial Group bought 1,062 Spotify shares in Q2 2026, an estimated $506K.
  • Spotify made up 0.04% of Larson Financial Group's portfolio in Q2 2026, its #294 holding.
  • Larson Financial Group first reported a position in Spotify in Q4 2018 and has held it in 17 quarters since.
  • 1,249 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.