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PFG Investments’s Spotify SPOT Stock Holding History

PFG Investments’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 		$522K Sell
1,138
-208
-15% -$99.2K 0.02% 641
2026
Q1 		$653K Buy
1,346
+208
+18% +$104K 0.03% 498
2025
Q4 		$661K Sell
1,138
-64
-5% -$40K 0.03% 467
2025
Q3 		$839K Buy
1,202
+69
+6% +$48.2K 0.04% 383
2025
Q2 		$869K Buy
1,133
+448
+65% +$288K 0.05% 344
2025
Q1 		$377K Buy
685
+2
+0.3% +$1.12K 0.02% 608
2024
Q4 		$306K Sell
683
-505
-43% -$216K 0.02% 698
2024
Q3 		$438K Sell
1,188
-145
-11% -$48.2K 0.03% 547
2024
Q2 		$418K Sell
1,333
-250
-16% -$75.3K 0.03% 520
2024
Q1 		$418K Buy
+1,583
New +$372K 0.03% 602

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

PFG Investments's SPOT Position: Q2 2026 in Review

PFG Investments reduced its Spotify (SPOT) stake by 15% in Q2 2026, selling an estimated $99.2K and leaving 1,138 shares worth $522K. The position accounts for 0.02% of the portfolio, ranked #641.

PFG Investments first reported a position in SPOT in Q1 2024 and has held it in 10 quarters since. The position peaked at $869K in Q2 2025. 1,249 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • PFG Investments held 1,138 shares of Spotify worth $522K as of Q2 2026.
  • PFG Investments sold 208 Spotify shares in Q2 2026, an estimated $99.2K.
  • Spotify made up 0.02% of PFG Investments's portfolio in Q2 2026, its #641 holding.
  • PFG Investments first reported a position in Spotify in Q1 2024 and has held it in 10 quarters since.
  • PFG Investments's Spotify position peaked at $869K in Q2 2025.
  • 1,249 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.