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Marks Group Wealth Management’s Spotify SPOT Stock Holding History

Marks Group Wealth Management’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 		$328K Sell
715
-336
-32% -$160K 0.03% 307
2026
Q1 		$510K Buy
+1,051
New +$527K 0.05% 242
2025
Q3 		– Sell
-1,151
Closed -$883K – 303
2025
Q2 		$883K Buy
1,151
+4
+0.3% +$2.57K 0.08% 187
2025
Q1 		$631K Sell
1,147
-49
-4% -$27.4K 0.06% 216
2024
Q4 		$535K Buy
+1,196
New +$512K 0.05% 215

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

Marks Group Wealth Management's SPOT Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Spotify (SPOT) stake by 32% in Q2 2026, selling an estimated $160K and leaving 715 shares worth $328K. The position accounts for 0.03% of the portfolio, ranked #307.

Marks Group Wealth Management first reported a position in SPOT in Q4 2024 and has held it in 5 quarters since. The position peaked at $883K in Q2 2025. 1,249 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Marks Group Wealth Management held 715 shares of Spotify worth $328K as of Q2 2026.
  • Marks Group Wealth Management sold 336 Spotify shares in Q2 2026, an estimated $160K.
  • Spotify made up 0.03% of Marks Group Wealth Management's portfolio in Q2 2026, its #307 holding.
  • Marks Group Wealth Management first reported a position in Spotify in Q4 2024 and has held it in 5 quarters since.
  • Marks Group Wealth Management's Spotify position peaked at $883K in Q2 2025.
  • 1,249 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.