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Pines Wealth Management’s Spotify SPOT Stock Holding History

Pines Wealth Management’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
Q1 		$211K Buy
435
+14
+3% +$7.03K 0.07% 208
2025
Q4 		$244K Sell
421
-127
-23% -$79.4K 0.08% 199
2025
Q3 		$383K Sell
548
-356
-39% -$249K 0.13% 158
2025
Q2 		$655K Buy
904
+248
+38% +$159K 0.23% 105
2025
Q1 		$340K Buy
656
+29
+5% +$16.2K 0.16% 137
2024
Q4 		$288K Buy
+627
New +$268K 0.13% 164

Other funds holding SPOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Pines Wealth Management's SPOT Position: Q1 2026 in Review

Pines Wealth Management increased its Spotify (SPOT) stake by 3.3% in Q1 2026, buying an estimated $7.03K and bringing the position to 435 shares worth $211K. The position accounts for 0.07% of the portfolio, ranked #208.

Pines Wealth Management first reported a position in SPOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $655K in Q2 2025. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Pines Wealth Management held 435 shares of Spotify worth $211K as of Q1 2026.
  • Pines Wealth Management bought 14 Spotify shares in Q1 2026, an estimated $7.03K.
  • Spotify made up 0.07% of Pines Wealth Management's portfolio in Q1 2026, its #208 holding.
  • Pines Wealth Management first reported a position in Spotify in Q4 2024 and has held it in 6 quarters since.
  • Pines Wealth Management's Spotify position peaked at $655K in Q2 2025.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.