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Pinnacle Wealth Management’s Spotify SPOT Stock Holding History

Pinnacle 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 		– Sell
-2,361
Closed -$1.37M – 39
2025
Q4 		$1.37M Sell
2,361
-81
-3% -$50.6K 0.92% 32
2025
Q3 		$1.7M Sell
2,442
-172
-7% -$120K 1.15% 31
2025
Q2 		$2.01M Buy
2,614
+1,245
+91% +$799K 1.68% 28
2025
Q1 		$753K Buy
+1,369
New +$765K 0.85% 23

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

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

Pinnacle Wealth Management sold out of Spotify (SPOT) in Q1 2026, closing a stake of 2,361 shares — an estimated $1.37M sold.

Pinnacle Wealth Management first reported a position in SPOT in Q1 2025 and held it in 4 quarters. The position peaked at $2.01M in Q2 2025. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Pinnacle Wealth Management reported no remaining Spotify position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Management sold 2,361 Spotify shares in Q1 2026, an estimated $1.37M.
  • Pinnacle Wealth Management first reported a position in Spotify in Q1 2025 and held it in 4 quarters.
  • Pinnacle Wealth Management's Spotify position peaked at $2.01M in Q2 2025.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Pinnacle Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.