Portside Wealth Group’s Spotify SPOT Stock Holding History

Portside Wealth Group’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	$380K	Buy	827 +67	+9%	+$31.9K	0.04%	356
2026 Q1	$369K	Buy	+760	New	+$381K	0.05%	329
2025 Q4	–	Sell	-391	Closed	-$273K	–	501
2025 Q3	$273K	Sell	391 -376	-49%	-$263K	0.04%	394
2025 Q2	$589K	Sell	767 -13	-2%	-$8.34K	0.09%	216
2025 Q1	$429K	Buy	780 +99	+15%	+$55.3K	0.07%	249
2024 Q4	$305K	Buy	+681	New	+$292K	0.05%	324

Other funds holding SPOT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

EAM

Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

NIM

Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return

Portside Wealth Group's SPOT Position: Q2 2026 in Review

Portside Wealth Group increased its Spotify (SPOT) stake by 8.8% in Q2 2026, buying an estimated $31.9K and bringing the position to 827 shares worth $380K. The position accounts for 0.04% of the portfolio, ranked #356.

Portside Wealth Group first reported a position in SPOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $589K in Q2 2025. 130 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

Portside Wealth Group held 827 shares of Spotify worth $380K as of Q2 2026.
Portside Wealth Group bought 67 Spotify shares in Q2 2026, an estimated $31.9K.
Spotify made up 0.04% of Portside Wealth Group's portfolio in Q2 2026, its #356 holding.
Portside Wealth Group first reported a position in Spotify in Q4 2024 and has held it in 6 quarters since.
Portside Wealth Group's Spotify position peaked at $589K in Q2 2025.
130 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.