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Nvest Wealth Strategies’s Spotify SPOT Stock Holding History

Nvest Wealth Strategies’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 		– Sell
-1
Closed -$485 – 419
2026
Q1 		$485 Buy
+1
New +$502 ﹤0.01% 291

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TCMX
Technology Crossover Management XI Menlo Park, California $533M AUM 42.1% 1-Year Est. Return

Nvest Wealth Strategies's SPOT Position: Q2 2026 in Review

Nvest Wealth Strategies sold out of Spotify (SPOT) in Q2 2026, closing a stake of 1 share — an estimated $485 sold.

Nvest Wealth Strategies first reported a position in SPOT in Q1 2026 and held it in 1 quarter. The position peaked at $485 in Q1 2026. 625 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Nvest Wealth Strategies reported no remaining Spotify position as of Q2 2026 after selling out during the quarter.
  • Nvest Wealth Strategies sold 1 Spotify share in Q2 2026, an estimated $485.
  • Nvest Wealth Strategies first reported a position in Spotify in Q1 2026 and held it in 1 quarter.
  • Nvest Wealth Strategies's Spotify position peaked at $485 in Q1 2026.
  • 625 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.