LPL Financial
SPOT icon

LPL Financial’s Spotify SPOT Stock Holding History

LPL Financial’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 		$2.98M Hold
6,500
– – ﹤0.01% 3304
2026
Q1 		$3.15M Buy
6,500
+500
+8% +$251K ﹤0.01% 3077
2025
Q4 		$3.48M Buy
6,000
+500
+9% +$313K ﹤0.01% 2867
2025
Q3 		$3.84M Buy
+5,500
New +$3.85M ﹤0.01% 2716

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

LPL Financial's SPOT Position: Q2 2026 in Review

LPL Financial increased its Spotify (SPOT) stake by 0.76% in Q2 2026, buying an estimated $437K and bringing the position to 121,171 shares worth $55.6M. The position accounts for 0.01% of the portfolio, ranked #956.

LPL Financial first reported a position in SPOT in Q2 2018 and has held it in 33 quarters since. The position peaked at $106M in Q3 2025. 1,252 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • LPL Financial held 121,171 shares of Spotify worth $55.6M as of Q2 2026.
  • LPL Financial bought 916 Spotify shares in Q2 2026, an estimated $437K.
  • Spotify made up 0.01% of LPL Financial's portfolio in Q2 2026, its #956 holding.
  • LPL Financial first reported a position in Spotify in Q2 2018 and has held it in 33 quarters since.
  • LPL Financial's Spotify position peaked at $106M in Q3 2025.
  • 1,252 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.