PWPS
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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
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% -$4.89K 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

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 Planning Services's SPOT Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Spotify (SPOT) stake by 33% in Q1 2026, buying an estimated $143K and bringing the position to 1,145 shares worth $555K. The position accounts for 0.06% of the portfolio, ranked #199.

Pinnacle Wealth Planning Services first reported a position in SPOT in Q4 2020 and has held it in 9 quarters since. The position peaked at $826K in Q2 2025. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,145 shares of Spotify worth $555K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 285 Spotify shares in Q1 2026, an estimated $143K.
  • Spotify made up 0.06% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #199 holding.
  • Pinnacle Wealth Planning Services first reported a position in Spotify in Q4 2020 and has held it in 9 quarters since.
  • Pinnacle Wealth Planning Services's Spotify position peaked at $826K in Q2 2025.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.