LA
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Legacy Advisors’s Spotify SPOT Stock Holding History

Legacy 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
Q2 		$1.23M Buy
2,672
+39
+1% +$18.6K 0.11% 108
2026
Q1 		$1.28M Buy
2,633
+11
+0.4% +$5.52K 0.15% 87
2025
Q4 		$1.52M Buy
2,622
+28
+1% +$17.5K 0.16% 78
2025
Q3 		$1.81M Buy
+2,594
New +$1.81M 0.22% 61
2025
Q2 		– Sell
-2,610
Closed -$1.44M – 349
2025
Q1 		$1.44M Buy
2,610
+12
+0.5% +$6.71K 0.15% 117
2024
Q4 		$1.16M Buy
2,598
+1
+0% +$428 0.11% 141
2024
Q3 		$957K Buy
2,597
+1
+0% +$332 0.1% 150
2024
Q2 		$815K Hold
2,596
– – 0.1% 149
2024
Q1 		$685K Hold
2,596
– – 0.09% 182
2023
Q4 		$488K Buy
2,596
+2
+0.1% +$349 0.06% 196
2023
Q3 		$401K Hold
2,594
– – 0.06% 202
2023
Q2 		$416K Hold
2,594
– – 0.06% 189
2023
Q1 		$347K Hold
2,594
– – 0.06% 185
2022
Q4 		$205K Hold
2,594
– – 0.04% 231
2022
Q3 		$224K Sell
2,594
-1
-0% -$107 0.05% 202
2022
Q2 		$243K Sell
2,595
-1
-0% -$113 0.05% 189
2022
Q1 		$392K Buy
2,596
+1
+0% +$171 0.08% 140
2021
Q4 		$607K Hold
2,595
– – 0.22% 63
2021
Q3 		$585K Buy
2,595
+1
+0% +$236 0.23% 63
2021
Q2 		$715K Hold
2,594
– – 0.29% 54
2021
Q1 		$695K Hold
2,594
– – 0.31% 50
2020
Q4 		$816K Hold
2,594
– – 0.46% 41
2020
Q3 		$629K Hold
2,594
– – 0.42% 46
2020
Q2 		$670K Sell
2,594
-1,000
-28% -$171K 0.53% 43
2020
Q1 		$436K Hold
3,594
– – 0.44% 59
2019
Q4 		$537K Hold
3,594
– – 0.34% 60
2019
Q3 		$410K Hold
3,594
– – 0.31% 65
2019
Q2 		$526K Sell
3,594
-3,594
-50% -$495K 0.36% 57
2019
Q1 		$998K Buy
7,188
+3,594
+100% +$491K 0.32% 67
2018
Q4 		$408K Hold
3,594
– – 0.31% 70
2018
Q3 		$650K Hold
3,594
– – 0.32% 79
2018
Q2 		$605K Buy
+3,594
New +$575K 0.45% 44

Other funds holding SPOT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
KGAMU
KPS Global Asset Management (UK) London, United Kingdom $620M AUM 14.15% 1-Year Est. Return

Legacy Advisors's SPOT Position: Q2 2026 in Review

Legacy Advisors increased its Spotify (SPOT) stake by 1.5% in Q2 2026, buying an estimated $18.6K and bringing the position to 2,672 shares worth $1.23M. The position accounts for 0.11% of the portfolio, ranked #108.

Legacy Advisors first reported a position in SPOT in Q2 2018 and has held it in 32 quarters since. The position peaked at $1.81M in Q3 2025. 274 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Legacy Advisors held 2,672 shares of Spotify worth $1.23M as of Q2 2026.
  • Legacy Advisors bought 39 Spotify shares in Q2 2026, an estimated $18.6K.
  • Spotify made up 0.11% of Legacy Advisors's portfolio in Q2 2026, its #108 holding.
  • Legacy Advisors first reported a position in Spotify in Q2 2018 and has held it in 32 quarters since.
  • Legacy Advisors's Spotify position peaked at $1.81M in Q3 2025.
  • 274 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.