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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
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 0.98% 35

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

Optimize Financial's SPOT Position: Q1 2026 in Review

Optimize Financial opened a new position in Spotify (SPOT) in Q1 2026: 924 shares worth $448K. The stake represents 0.22% of the portfolio and ranks #150 among its holdings. This is a return to the name: Optimize Financial previously reported a position in SPOT as recently as Q2 2025.

Optimize Financial first reported a position in SPOT in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.87M in Q2 2025. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Optimize Financial held 924 shares of Spotify worth $448K as of Q1 2026.
  • Spotify was a new Optimize Financial position in Q1 2026.
  • Spotify made up 0.22% of Optimize Financial's portfolio in Q1 2026, its #150 holding.
  • Optimize Financial first reported a position in Spotify in Q1 2025 and has held it in 3 quarters since.
  • Optimize Financial's Spotify position peaked at $1.87M in Q2 2025.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.