NWAG
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Net Worth Advisory Group’s Spotify SPOT Stock Holding History

Net Worth Advisory Group’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 		$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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
KGAMU
KPS Global Asset Management (UK) London, United Kingdom $620M AUM 14.15% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
EAM
Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Net Worth Advisory Group's SPOT Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Spotify (SPOT) stake by 12% in Q2 2026, selling an estimated $36.7K and leaving 548 shares worth $252K. The position accounts for 0.06% of the portfolio, ranked #328.

Net Worth Advisory Group first reported a position in SPOT in Q1 2025 and has held it in 6 quarters since. The position peaked at $775K in Q2 2025. 158 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Net Worth Advisory Group held 548 shares of Spotify worth $252K as of Q2 2026.
  • Net Worth Advisory Group sold 77 Spotify shares in Q2 2026, an estimated $36.7K.
  • Spotify made up 0.06% of Net Worth Advisory Group's portfolio in Q2 2026, its #328 holding.
  • Net Worth Advisory Group first reported a position in Spotify in Q1 2025 and has held it in 6 quarters since.
  • Net Worth Advisory Group's Spotify position peaked at $775K in Q2 2025.
  • 158 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.