OWP
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ORG Wealth Partners’s Spotify SPOT Stock Holding History

ORG Wealth Partners’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 		$4.13K Sell
9
-2
-18% -$953 ﹤0.01% 596
2026
Q1 		$5.33K Sell
11
-29
-73% -$14.6K ﹤0.01% 549
2025
Q4 		$23.2K Buy
40
+13
+48% +$8.13K 0.01% 380
2025
Q3 		$18.8K Buy
27
+16
+145% +$11.2K ﹤0.01% 407
2025
Q2 		$7.95K Hold
11
– – ﹤0.01% 510
2025
Q1 		$6.07K Buy
11
+2
+22% +$1.12K ﹤0.01% 589
2024
Q4 		$4.03K Buy
9
+8
+800% +$3.43K ﹤0.01% 438
2024
Q3 		$368 Buy
+1
New +$332 ﹤0.01% 457

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

ORG Wealth Partners's SPOT Position: Q2 2026 in Review

ORG Wealth Partners reduced its Spotify (SPOT) stake by 18% in Q2 2026, selling an estimated $953 and leaving 9 shares worth $4.13K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

ORG Wealth Partners first reported a position in SPOT in Q3 2024 and has held it in 8 quarters since. The position peaked at $23.2K in Q4 2025. 1,252 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • ORG Wealth Partners held 9 shares of Spotify worth $4.13K as of Q2 2026.
  • ORG Wealth Partners sold 2 Spotify shares in Q2 2026, an estimated $953.
  • Spotify made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #596 holding.
  • ORG Wealth Partners first reported a position in Spotify in Q3 2024 and has held it in 8 quarters since.
  • ORG Wealth Partners's Spotify position peaked at $23.2K in Q4 2025.
  • 1,252 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.