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Phoenix Financial’s Spotify SPOT Stock Holding History

Phoenix Financial’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 		$2.57M Buy
5,589
+3,977
+247% +$1.9M 0.02% 179
2026
Q1 		$782K Sell
1,612
-30
-2% -$15.1K 0.01% 250
2025
Q4 		$948K Buy
+1,642
New +$1.03M 0.01% 234
2025
Q3 		– Sell
-2,606
Closed -$1.91M – 495
2025
Q2 		$1.91M Buy
+2,606
New +$1.67M 0.03% 188
2021
Q1 		– Sell
-790
Closed -$251K – 468
2020
Q4 		$251K Sell
790
-100
-11% -$28.2K 0.01% 323
2020
Q3 		$204K Sell
890
-106
-11% -$27.4K 0.01% 300
2020
Q2 		$249K Buy
+996
New +$171K 0.01% 277

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

Phoenix Financial's SPOT Position: Q2 2026 in Review

Phoenix Financial increased its Spotify (SPOT) stake by 247% in Q2 2026, buying an estimated $1.9M and bringing the position to 5,589 shares worth $2.57M. The position accounts for 0.02% of the portfolio, ranked #179.

Phoenix Financial first reported a position in SPOT in Q2 2020 and has held it in 7 quarters since. 1,254 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Phoenix Financial held 5,589 shares of Spotify worth $2.57M as of Q2 2026.
  • Phoenix Financial bought 3,977 Spotify shares in Q2 2026, an estimated $1.9M.
  • Spotify made up 0.02% of Phoenix Financial's portfolio in Q2 2026, its #179 holding.
  • Phoenix Financial first reported a position in Spotify in Q2 2020 and has held it in 7 quarters since.
  • 1,254 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.