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Medallion Wealth Advisors’s Spotify SPOT Stock Holding History

Medallion 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 		$9.18K Sell
20
-15
-43% -$7.15K ﹤0.01% 762
2026
Q1 		$17K Buy
35
+12
+52% +$6.02K 0.01% 680
2025
Q4 		$13.4K Sell
23
-2
-8% -$1.25K ﹤0.01% 710
2025
Q3 		$17.4K Hold
25
– – 0.01% 656
2025
Q2 		$18.1K Sell
25
-1
-4% -$642 0.01% 639
2025
Q1 		$14.3K Sell
26
-6
-19% -$3.35K 0.01% 629
2024
Q4 		$14.3K Buy
+32
New +$13.7K 0.01% 612

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

Medallion Wealth Advisors's SPOT Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Spotify (SPOT) stake by 43% in Q2 2026, selling an estimated $7.15K and leaving 20 shares worth $9.18K. The position accounts for ﹤0.01% of the portfolio, ranked #762.

Medallion Wealth Advisors first reported a position in SPOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.1K in Q2 2025. 1,253 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Medallion Wealth Advisors held 20 shares of Spotify worth $9.18K as of Q2 2026.
  • Medallion Wealth Advisors sold 15 Spotify shares in Q2 2026, an estimated $7.15K.
  • Spotify made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #762 holding.
  • Medallion Wealth Advisors first reported a position in Spotify in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Spotify position peaked at $18.1K in Q2 2025.
  • 1,253 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.