OWA
SPOT icon

Opal Wealth Advisors’s Spotify SPOT Stock Holding History

Opal Wealth Advisors’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
-280
Closed -$136K – 533
2026
Q1 		$136K Buy
+280
New +$141K 0.03% 245
2025
Q4 		– Sell
-300
Closed -$209K – 220
2025
Q3 		$209K Sell
300
-39
-12% -$27.3K 0.06% 185
2025
Q2 		$260K Buy
339
+63
+23% +$40.4K 0.07% 159
2025
Q1 		$152K Buy
+276
New +$154K 0.05% 213
2024
Q3 		– Sell
-208
Closed -$65.3K – 1024
2024
Q2 		$65.3K Buy
+208
New +$62.6K 0.02% 323

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

Opal Wealth Advisors's SPOT Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Spotify (SPOT) in Q2 2026, closing a stake of 280 shares — an estimated $136K sold.

Opal Wealth Advisors first reported a position in SPOT in Q2 2024 and held it in 5 quarters. The position peaked at $260K in Q2 2025. 1,252 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Spotify position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 280 Spotify shares in Q2 2026, an estimated $136K.
  • Opal Wealth Advisors first reported a position in Spotify in Q2 2024 and held it in 5 quarters.
  • Opal Wealth Advisors's Spotify position peaked at $260K in Q2 2025.
  • 1,252 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.