Mark Sheptoff Financial Planning’s Spotify SPOT Stock Holding History

Mark Sheptoff Financial Planning’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 Q1	$5.45K	Hold	13	–	–	﹤0.01%	431
2025 Q4	$7.55K	Hold	13	–	–	﹤0.01%	380
2025 Q3	$9.07K	Hold	13	–	–	﹤0.01%	352
2025 Q2	$9.97K	Hold	13	–	–	0.01%	340
2025 Q1	$7.15K	Hold	13	–	–	﹤0.01%	347
2024 Q4	$5.82K	Hold	13	–	–	﹤0.01%	357
2024 Q3	$4.79K	Sell	13 -12	-48%	-$3.99K	﹤0.01%	365
2024 Q2	$7.84K	Hold	25	–	–	﹤0.01%	339
2024 Q1	$6.6K	Hold	25	–	–	﹤0.01%	316
2023 Q4	$4.7K	Hold	25	–	–	﹤0.01%	328
2023 Q3	$3.87K	Hold	25	–	–	﹤0.01%	318
2023 Q2	$4.01K	Hold	25	–	–	﹤0.01%	323
2023 Q1	$3.34K	Hold	25	–	–	﹤0.01%	324
2022 Q4	$1.97K	Hold	25	–	–	﹤0.01%	351
2022 Q3	$2K	Hold	25	–	–	﹤0.01%	336
2022 Q2	$2K	Hold	25	–	–	﹤0.01%	347
2022 Q1	$4K	Hold	25	–	–	﹤0.01%	356
2021 Q4	$6K	Hold	25	–	–	﹤0.01%	361
2021 Q3	$6K	Hold	25	–	–	﹤0.01%	338
2021 Q2	$7K	Hold	25	–	–	﹤0.01%	352
2021 Q1	$7K	Hold	25	–	–	﹤0.01%	307
2020 Q4	$8K	Sell	25 -25	-50%	-$7.05K	﹤0.01%	283
2020 Q3	$12K	Hold	50	–	–	0.01%	224
2020 Q2	$13K	Hold	50	–	–	0.01%	238
2020 Q1	$6K	Hold	50	–	–	﹤0.01%	265
2019 Q4	$7K	Hold	50	–	–	﹤0.01%	304
2019 Q3	$6K	Hold	50	–	–	﹤0.01%	300
2019 Q2	$7K	Hold	50	–	–	﹤0.01%	282
2019 Q1	$7K	Hold	50	–	–	0.01%	285
2018 Q4	$6K	Hold	50	–	–	0.01%	273
2018 Q3	$9K	Hold	50	–	–	0.01%	298
2018 Q2	$8K	Buy	+50	New	+$8K	0.01%	298

Other funds holding SPOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Mark Sheptoff Financial Planning's SPOT Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Spotify (SPOT) position steady in Q1 2026 at 13 shares worth $5.45K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Mark Sheptoff Financial Planning first reported a position in SPOT in Q2 2018 and has held it in 32 quarters since. The position peaked at $13K in Q2 2020. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

Mark Sheptoff Financial Planning held 13 shares of Spotify worth $5.45K as of Q1 2026.
Mark Sheptoff Financial Planning left its Spotify share count unchanged in Q1 2026.
Spotify made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #431 holding.
Mark Sheptoff Financial Planning first reported a position in Spotify in Q2 2018 and has held it in 32 quarters since.
Mark Sheptoff Financial Planning's Spotify position peaked at $13K in Q2 2020.
1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.