Net Worth Advisory Group’s Spotify SPOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$363K Buy
740
+192
+35% +$97.7K 0.09% 227
2026
Q2
$252K Sell
548
-77
-12% -$36.7K 0.06% 328
2026
Q1
$303K Sell
625
-101
-14% -$50.7K 0.06% 302
2025
Q4
$421K Sell
726
-110
-13% -$68.8K 0.09% 236
2025
Q3
$584K Sell
836
-174
-17% -$122K 0.17% 142
2025
Q2
$775K Sell
1,010
-332
-25% -$213K 0.17% 116
2025
Q1
$738K Buy
+1,342
New +$750K 0.23% 92

Other funds holding SPOT

Net Worth Advisory Group's SPOT Position: Q3 2026 in Review

Net Worth Advisory Group increased its Spotify (SPOT) stake by 35% in Q3 2026, buying an estimated $97.7K and bringing the position to 740 shares worth $363K. The position accounts for 0.09% of the portfolio, ranked #227.

Net Worth Advisory Group first reported a position in SPOT in Q1 2025 and has held it in 7 quarters since. The position peaked at $775K in Q2 2025. 315 funds tracked by Wall St. Rank hold SPOT as of Q3 2026.

  • Net Worth Advisory Group held 740 shares of Spotify worth $363K as of Q3 2026.
  • Net Worth Advisory Group bought 192 Spotify shares in Q3 2026, an estimated $97.7K.
  • Spotify made up 0.09% of Net Worth Advisory Group's portfolio in Q3 2026, its #227 holding.
  • Net Worth Advisory Group first reported a position in Spotify in Q1 2025 and has held it in 7 quarters since.
  • Net Worth Advisory Group's Spotify position peaked at $775K in Q2 2025.
  • 315 funds tracked by Wall St. Rank held Spotify as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.