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Legacy Wealth Management (Idaho)’s Spotify SPOT Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-23
Closed -$11.2K – 845
2026
Q1 		$11.2K Buy
23
+1
+5% +$502 0.01% 466
2025
Q4 		$12.8K Buy
22
+6
+38% +$3.75K 0.01% 390
2025
Q3 		$11.2K Hold
16
– – 0.01% 329
2025
Q2 		$12.3K Hold
16
– – 0.01% 290
2025
Q1 		$8.8K Hold
16
– – 0.01% 352
2024
Q4 		$9.97K Buy
+16
New +$6.85K 0.01% 289

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 $3.38T AUM 44.17% 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

Legacy Wealth Management (Idaho)'s SPOT Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Spotify (SPOT) in Q2 2026, closing a stake of 23 shares — an estimated $11.2K sold.

Legacy Wealth Management (Idaho) first reported a position in SPOT in Q4 2024 and held it in 6 quarters. The position peaked at $12.8K in Q4 2025. 1,254 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Spotify position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 23 Spotify shares in Q2 2026, an estimated $11.2K.
  • Legacy Wealth Management (Idaho) first reported a position in Spotify in Q4 2024 and held it in 6 quarters.
  • Legacy Wealth Management (Idaho)'s Spotify position peaked at $12.8K in Q4 2025.
  • 1,254 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.