OF
SPOT icon

Optimize Financial’s Spotify SPOT Stock Holding History

Optimize Financial’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 		$423K Sell
921
-3
-0.3% -$1.43K 0.15% 195
2026
Q1 		$448K Buy
+924
New +$464K 0.22% 150
2025
Q3 		– Sell
-2,442
Closed -$1.87M – 422
2025
Q2 		$1.87M Sell
2,442
-16
-0.7% -$10.3K 1.15% 27
2025
Q1 		$1.35M Buy
+2,458
New +$1.37M 0.51% 36

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

Optimize Financial's SPOT Position: Q2 2026 in Review

Optimize Financial reduced its Spotify (SPOT) stake by 0.32% in Q2 2026, selling an estimated $1.43K and leaving 921 shares worth $423K. The position accounts for 0.15% of the portfolio, ranked #195.

Optimize Financial first reported a position in SPOT in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.87M in Q2 2025. 1,252 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Optimize Financial held 921 shares of Spotify worth $423K as of Q2 2026.
  • Optimize Financial sold 3 Spotify shares in Q2 2026, an estimated $1.43K.
  • Spotify made up 0.15% of Optimize Financial's portfolio in Q2 2026, its #195 holding.
  • Optimize Financial first reported a position in Spotify in Q1 2025 and has held it in 4 quarters since.
  • Optimize Financial's Spotify position peaked at $1.87M in Q2 2025.
  • 1,252 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.