Pinnacle Wealth Planning Services
SPOT icon

Pinnacle Wealth Planning Services’s Spotify SPOT Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$657K Buy
1,348
+281
+26% +$143K 0.06% 187
2026
Q2 		$490K Sell
1,067
-78
-7% -$37.2K 0.05% 231
2026
Q1 		$555K Buy
1,145
+285
+33% +$143K 0.06% 199
2025
Q4 		$499K Sell
860
-209
-20% -$131K 0.05% 216
2025
Q3 		$746K Sell
1,069
-7
-0.7% -$4.9K 0.09% 133
2025
Q2 		$826K Buy
1,076
+80
+8% +$51.3K 0.11% 112
2025
Q1 		$548K Buy
996
+39
+4% +$21.8K 0.08% 149
2024
Q4 		$428K Buy
957
+128
+15% +$54.8K 0.06% 181
2024
Q3 		$306K Buy
829
+52
+7% +$17.3K 0.04% 300
2024
Q2 		$244K Buy
+777
New +$234K 0.03% 353
2021
Q1 		– Sell
-34
Closed -$10K – 1709
2020
Q4 		$10K Buy
+34
New +$9.6K ﹤0.01% 1402

Other funds holding SPOT

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
KPS Global Asset Management (UK)
KPS Global Asset Management (UK) London, United Kingdom $625M AUM 17% 1-Year Est. Return
Raiffeisen Bank International
Raiffeisen Bank International Vienna, Austria $8.69B AUM 38.11% 1-Year Est. Return

Pinnacle Wealth Planning Services's SPOT Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Spotify (SPOT) stake by 26% in Q3 2026, buying an estimated $143K and bringing the position to 1,348 shares worth $657K. The position accounts for 0.06% of the portfolio, ranked #187.

Pinnacle Wealth Planning Services first reported a position in SPOT in Q4 2020 and has held it in 11 quarters since. The position peaked at $826K in Q2 2025. 343 funds tracked by Wall St. Rank hold SPOT as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,348 shares of Spotify worth $657K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 281 Spotify shares in Q3 2026, an estimated $143K.
  • Spotify made up 0.06% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #187 holding.
  • Pinnacle Wealth Planning Services first reported a position in Spotify in Q4 2020 and has held it in 11 quarters since.
  • Pinnacle Wealth Planning Services's Spotify position peaked at $826K in Q2 2025.
  • 343 funds tracked by Wall St. Rank held Spotify as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.