MSWA
SPOT icon

Marshall & Sterling Wealth Advisors’s Spotify SPOT Stock Holding History

Marshall & Sterling Wealth 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 		$2.3K Hold
5
– – ﹤0.01% 293
2026
Q1 		$2.42K Hold
5
– – ﹤0.01% 285
2025
Q4 		$2.9K Hold
5
– – ﹤0.01% 283
2025
Q3 		$3.49K Sell
5
-3
-38% -$2.1K ﹤0.01% 535
2025
Q2 		$6.14K Buy
8
+5
+167% +$3.21K ﹤0.01% 451
2025
Q1 		$1.65K Buy
+3
New +$1.68K ﹤0.01% 552

Other funds holding SPOT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
KGAMU
KPS Global Asset Management (UK) London, United Kingdom $620M AUM 14.15% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's SPOT Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Spotify (SPOT) position steady in Q2 2026 at 5 shares worth $2.3K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

Marshall & Sterling Wealth Advisors first reported a position in SPOT in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.14K in Q2 2025. 208 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 5 shares of Spotify worth $2.3K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its Spotify share count unchanged in Q2 2026.
  • Spotify made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #293 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Spotify in Q1 2025 and has held it in 6 quarters since.
  • Marshall & Sterling Wealth Advisors's Spotify position peaked at $6.14K in Q2 2025.
  • 208 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.