Loring Wolcott & Coolidge Fiduciary Advisors’s Spotify SPOT Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$697K	Hold	1,517	–	–	0.01%	212
2026 Q1	$722K	Hold	1,517	–	–	0.01%	198
2025 Q4	$776K	Hold	1,517	–	–	0.01%	194
2025 Q3	$1.02M	Buy	1,517 +1,482	+4,234%	+$1.04M	0.01%	163
2025 Q2	$26.9K	Hold	35	–	–	﹤0.01%	434
2025 Q1	$20.7K	Hold	35	–	–	﹤0.01%	441
2024 Q4	$18K	Hold	35	–	–	﹤0.01%	459
2024 Q3	$13.2K	Hold	35	–	–	﹤0.01%	486
2024 Q2	$10.4K	Sell	35 -75	-68%	-$22.6K	﹤0.01%	488
2024 Q1	$29.9K	Hold	110	–	–	﹤0.01%	431
2023 Q4	$23.7K	Hold	110	–	–	﹤0.01%	452
2023 Q3	$18.4K	Hold	110	–	–	﹤0.01%	489
2023 Q2	$17.7K	Hold	110	–	–	﹤0.01%	512
2023 Q1	$14.7K	Hold	110	–	–	﹤0.01%	493
2022 Q4	$8.68K	Hold	110	–	–	﹤0.01%	509
2022 Q3	$9K	Hold	110	–	–	﹤0.01%	530
2022 Q2	$10K	Hold	110	–	–	﹤0.01%	545
2022 Q1	$17K	Sell	110 -207	-65%	-$35.3K	﹤0.01%	522
2021 Q4	$74K	Hold	317	–	–	﹤0.01%	426
2021 Q3	$71K	Buy	317 +20	+7%	+$4.71K	﹤0.01%	425
2021 Q2	$82K	Buy	+297	New	+$75.4K	﹤0.01%	424
2021 Q1	–	Sell	-110	Closed	-$35K	–	644
2020 Q4	$35K	Hold	110	–	–	﹤0.01%	459
2020 Q3	$27K	Hold	110	–	–	﹤0.01%	445
2020 Q2	$28K	Hold	110	–	–	﹤0.01%	421
2020 Q1	$13K	Buy	110 +35	+47%	+$4.95K	﹤0.01%	519
2019 Q4	$11K	Hold	75	–	–	﹤0.01%	577
2019 Q3	$9K	Hold	75	–	–	﹤0.01%	576
2019 Q2	$11K	Hold	75	–	–	﹤0.01%	555
2019 Q1	$10K	Hold	75	–	–	﹤0.01%	560
2018 Q4	$9K	Hold	75	–	–	﹤0.01%	570
2018 Q3	$14K	Hold	75	–	–	﹤0.01%	516
2018 Q2	$13K	Buy	+75	New	+$12K	﹤0.01%	536

Other funds holding SPOT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SPOT Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Spotify (SPOT) position steady in Q2 2026 at 1,517 shares worth $697K. The position accounts for 0.01% of the portfolio, ranked #212.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SPOT in Q2 2018 and has held it in 32 quarters since. The position peaked at $1.02M in Q3 2025. 416 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 1,517 shares of Spotify worth $697K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Spotify share count unchanged in Q2 2026.
Spotify made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #212 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Spotify in Q2 2018 and has held it in 32 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Spotify position peaked at $1.02M in Q3 2025.
416 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.