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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
Q2 		$563K Buy
1,226
+12
+1% +$5.72K 0.03% 277
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 $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

PDS Planning's SPOT Position: Q2 2026 in Review

PDS Planning increased its Spotify (SPOT) stake by 0.99% in Q2 2026, buying an estimated $5.72K and bringing the position to 1,226 shares worth $563K. The position accounts for 0.03% of the portfolio, ranked #277.

PDS Planning first reported a position in SPOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $909K in Q2 2025. 1,252 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • PDS Planning held 1,226 shares of Spotify worth $563K as of Q2 2026.
  • PDS Planning bought 12 Spotify shares in Q2 2026, an estimated $5.72K.
  • Spotify made up 0.03% of PDS Planning's portfolio in Q2 2026, its #277 holding.
  • PDS Planning first reported a position in Spotify in Q4 2024 and has held it in 7 quarters since.
  • PDS Planning's Spotify position peaked at $909K in Q2 2025.
  • 1,252 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.