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SPOT icon

NewEdge Wealth’s Spotify SPOT Stock Holding History

NewEdge 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
Q1 		$5.13M Buy
10,580
+2,042
+24% +$1.02M 0.06% 215
2025
Q4 		$4.96M Buy
8,538
+376
+5% +$235K 0.06% 236
2025
Q3 		$5.06M Buy
8,162
+5,893
+260% +$4.12M 0.07% 201
2025
Q2 		$1.56M Sell
2,269
-1,079
-32% -$693K 0.02% 431
2025
Q1 		$1.84M Buy
3,348
+419
+14% +$234K 0.03% 363
2024
Q4 		$1.31M Buy
2,929
+1,145
+64% +$490K 0.02% 434
2024
Q3 		$657K Buy
+1,784
New +$593K 0.01% 561

Other funds holding SPOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

NewEdge Wealth's SPOT Position: Q1 2026 in Review

NewEdge Wealth increased its Spotify (SPOT) stake by 24% in Q1 2026, buying an estimated $1.02M and bringing the position to 10,580 shares worth $5.13M. The position accounts for 0.06% of the portfolio, ranked #215.

NewEdge Wealth first reported a position in SPOT in Q3 2024 and has held it in 7 quarters since. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • NewEdge Wealth held 10,580 shares of Spotify worth $5.13M as of Q1 2026.
  • NewEdge Wealth bought 2,042 Spotify shares in Q1 2026, an estimated $1.02M.
  • Spotify made up 0.06% of NewEdge Wealth's portfolio in Q1 2026, its #215 holding.
  • NewEdge Wealth first reported a position in Spotify in Q3 2024 and has held it in 7 quarters since.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.