Physician Wealth Advisors’s Spotify SPOT Stock Holding History

Physician Wealth 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	$15.2K	Sell	33 -63	-66%	-$30K	﹤0.01%	759
2026 Q1	$46.6K	Buy	96 +83	+638%	+$41.7K	0.01%	417
2025 Q4	$7.55K	Sell	13 -3	-19%	-$1.88K	﹤0.01%	856
2025 Q3	$11.2K	Hold	16	–	–	﹤0.01%	730
2025 Q2	$12.3K	Buy	16 +1	+7%	+$642	﹤0.01%	612
2025 Q1	$8.25K	Buy	15 +4	+36%	+$2.23K	﹤0.01%	643
2024 Q4	$4.92K	Buy	+11	New	+$4.71K	﹤0.01%	737

Other funds holding SPOT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

KGAMU

KPS Global Asset Management (UK) London, United Kingdom $620M AUM 14.15% 1-Year Est. Return

AAM

AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Physician Wealth Advisors's SPOT Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Spotify (SPOT) stake by 66% in Q2 2026, selling an estimated $30K and leaving 33 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

Physician Wealth Advisors first reported a position in SPOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $46.6K in Q1 2026. 208 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

Physician Wealth Advisors held 33 shares of Spotify worth $15.2K as of Q2 2026.
Physician Wealth Advisors sold 63 Spotify shares in Q2 2026, an estimated $30K.
Spotify made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #759 holding.
Physician Wealth Advisors first reported a position in Spotify in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Spotify position peaked at $46.6K in Q1 2026.
208 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.