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Morton Brown Family Wealth’s Spotify SPOT Stock Holding History

Morton Brown Family Wealth’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 Sell
5
-20
-80% -$9.53K ﹤0.01% 257
2026
Q1 		$12.1K Buy
25
+20
+400% +$10K ﹤0.01% 183
2025
Q4 		$2.9K Buy
+5
New +$3.13K ﹤0.01% 242

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

Morton Brown Family Wealth's SPOT Position: Q2 2026 in Review

Morton Brown Family Wealth reduced its Spotify (SPOT) stake by 80% in Q2 2026, selling an estimated $9.53K and leaving 5 shares worth $2.3K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Morton Brown Family Wealth first reported a position in SPOT in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.1K in Q1 2026. 1,249 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Morton Brown Family Wealth held 5 shares of Spotify worth $2.3K as of Q2 2026.
  • Morton Brown Family Wealth sold 20 Spotify shares in Q2 2026, an estimated $9.53K.
  • Spotify made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #257 holding.
  • Morton Brown Family Wealth first reported a position in Spotify in Q4 2025 and has held it in 3 quarters since.
  • Morton Brown Family Wealth's Spotify position peaked at $12.1K in Q1 2026.
  • 1,249 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.