Moran Wealth Management’s Spotify SPOT Stock Holding History

Moran 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	$12.6M	Sell	27,416 -637	-2%	-$304K	0.34%	100
2026 Q1	$13.6M	Sell	28,053 -7,348	-21%	-$3.69M	0.42%	77
2025 Q4	$20.6M	Sell	35,401 -305	-0.9%	-$191K	0.63%	40
2025 Q3	$24.9M	Sell	35,706 -874	-2%	-$611K	0.75%	24
2025 Q2	$28.1M	Sell	36,580 -463	-1%	-$297K	0.87%	21
2025 Q1	$20.4M	Sell	37,043 -2,367	-6%	-$1.32M	0.69%	34
2024 Q4	$17.6M	Buy	39,410 +3,490	+10%	+$1.49M	0.56%	56
2024 Q3	$13.2M	Buy	+35,920	New	+$11.9M	0.41%	84

Other funds holding SPOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Moran Wealth Management's SPOT Position: Q2 2026 in Review

Moran Wealth Management reduced its Spotify (SPOT) stake by 2.3% in Q2 2026, selling an estimated $304K and leaving 27,416 shares worth $12.6M. The position accounts for 0.34% of the portfolio, ranked #100.

Moran Wealth Management first reported a position in SPOT in Q3 2024 and has held it in 8 quarters since. The position peaked at $28.1M in Q2 2025. 1,249 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

Moran Wealth Management held 27,416 shares of Spotify worth $12.6M as of Q2 2026.
Moran Wealth Management sold 637 Spotify shares in Q2 2026, an estimated $304K.
Spotify made up 0.34% of Moran Wealth Management's portfolio in Q2 2026, its #100 holding.
Moran Wealth Management first reported a position in Spotify in Q3 2024 and has held it in 8 quarters since.
Moran Wealth Management's Spotify position peaked at $28.1M in Q2 2025.
1,249 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.