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N.E.W. Advisory Services’s Spotify SPOT Stock Holding History

N.E.W. Advisory Services’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 		$27.5K Sell
60
-5
-8% -$2.38K ﹤0.01% 472
2026
Q1 		$31.5K Hold
65
– – ﹤0.01% 436
2025
Q4 		$37.7K Hold
65
– – ﹤0.01% 395
2025
Q3 		$45.4K Hold
65
– – ﹤0.01% 331
2025
Q2 		$49.9K Buy
65
+35
+117% +$22.5K ﹤0.01% 317
2025
Q1 		$16.5K Buy
+30
New +$16.8K ﹤0.01% 524

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

N.E.W. Advisory Services's SPOT Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Spotify (SPOT) stake by 7.7% in Q2 2026, selling an estimated $2.38K and leaving 60 shares worth $27.5K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

N.E.W. Advisory Services first reported a position in SPOT in Q1 2025 and has held it in 6 quarters since. The position peaked at $49.9K in Q2 2025. 1,249 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • N.E.W. Advisory Services held 60 shares of Spotify worth $27.5K as of Q2 2026.
  • N.E.W. Advisory Services sold 5 Spotify shares in Q2 2026, an estimated $2.38K.
  • Spotify made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #472 holding.
  • N.E.W. Advisory Services first reported a position in Spotify in Q1 2025 and has held it in 6 quarters since.
  • N.E.W. Advisory Services's Spotify position peaked at $49.9K in Q2 2025.
  • 1,249 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.