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PDS Planning’s Spotify SPOT Stock Holding History

PDS Planning’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 		$589K Sell
1,214
-2
-0.2% -$1K 0.04% 233
2025
Q4 		$706K Sell
1,216
-4
-0.3% -$2.5K 0.05% 195
2025
Q3 		$852K Buy
1,220
+36
+3% +$25.2K 0.06% 154
2025
Q2 		$909K Buy
1,184
+125
+12% +$80.2K 0.07% 139
2025
Q1 		$582K Buy
1,059
+408
+63% +$228K 0.05% 188
2024
Q4 		$291K Buy
+651
New +$279K 0.03% 298

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

PDS Planning's SPOT Position: Q1 2026 in Review

PDS Planning reduced its Spotify (SPOT) stake by 0.16% in Q1 2026, selling an estimated $1K and leaving 1,214 shares worth $589K. The position accounts for 0.04% of the portfolio, ranked #233.

PDS Planning first reported a position in SPOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $909K in Q2 2025. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • PDS Planning held 1,214 shares of Spotify worth $589K as of Q1 2026.
  • PDS Planning sold 2 Spotify shares in Q1 2026, an estimated $1K.
  • Spotify made up 0.04% of PDS Planning's portfolio in Q1 2026, its #233 holding.
  • PDS Planning first reported a position in Spotify in Q4 2024 and has held it in 6 quarters since.
  • PDS Planning's Spotify position peaked at $909K in Q2 2025.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.