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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
Q2 		– Sell
-435
Closed -$211K – 229
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 $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

Pines Wealth Management's SPOT Position: Q2 2026 in Review

Pines Wealth Management sold out of Spotify (SPOT) in Q2 2026, closing a stake of 435 shares — an estimated $211K sold.

Pines Wealth Management first reported a position in SPOT in Q4 2024 and held it in 6 quarters. The position peaked at $655K in Q2 2025. 1,252 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Pines Wealth Management reported no remaining Spotify position as of Q2 2026 after selling out during the quarter.
  • Pines Wealth Management sold 435 Spotify shares in Q2 2026, an estimated $211K.
  • Pines Wealth Management first reported a position in Spotify in Q4 2024 and held it in 6 quarters.
  • Pines Wealth Management's Spotify position peaked at $655K in Q2 2025.
  • 1,252 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.