PS
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Planning Strategies’s Spotify SPOT Stock Holding History

Planning Strategies’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 		$3.41K Buy
+7
New +$3.56K ﹤0.01% 511

Other funds holding SPOT

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM

Planning Strategies's SPOT Position: Q3 2026 in Review

Planning Strategies opened a new position in Spotify (SPOT) in Q3 2026: 7 shares worth $3.41K. The stake represents ﹤0.01% of the portfolio and ranks #511 among its holdings.

8 funds tracked by Wall St. Rank hold SPOT as of Q3 2026.

  • Planning Strategies held 7 shares of Spotify worth $3.41K as of Q3 2026.
  • Spotify was a new Planning Strategies position in Q3 2026.
  • Spotify made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #511 holding.
  • 8 funds tracked by Wall St. Rank held Spotify as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.