PIA
SPOT icon

Perennial Investment Advisors’s Spotify SPOT Stock Holding History

Perennial Investment Advisors’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 		$292K Buy
635
+126
+25% +$60.1K 0.02% 446
2026
Q1 		$247K Sell
509
-32
-6% -$16.1K 0.02% 438
2025
Q4 		$314K Sell
541
-25
-4% -$15.6K 0.02% 365
2025
Q3 		$395K Buy
566
+14
+3% +$9.79K 0.03% 300
2025
Q2 		$424K Sell
552
-37
-6% -$23.7K 0.04% 277
2025
Q1 		$324K Buy
+589
New +$329K 0.04% 310

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 $3.38T AUM 44.17% 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

Perennial Investment Advisors's SPOT Position: Q2 2026 in Review

Perennial Investment Advisors increased its Spotify (SPOT) stake by 25% in Q2 2026, buying an estimated $60.1K and bringing the position to 635 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #446.

Perennial Investment Advisors first reported a position in SPOT in Q1 2025 and has held it in 6 quarters since. The position peaked at $424K in Q2 2025. 1,254 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Perennial Investment Advisors held 635 shares of Spotify worth $292K as of Q2 2026.
  • Perennial Investment Advisors bought 126 Spotify shares in Q2 2026, an estimated $60.1K.
  • Spotify made up 0.02% of Perennial Investment Advisors's portfolio in Q2 2026, its #446 holding.
  • Perennial Investment Advisors first reported a position in Spotify in Q1 2025 and has held it in 6 quarters since.
  • Perennial Investment Advisors's Spotify position peaked at $424K in Q2 2025.
  • 1,254 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.