PWA
SPOT icon

Principia Wealth Advisory’s Spotify SPOT Stock Holding History

Principia Wealth Advisory’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 		$5.05K Buy
11
+3
+38% +$1.43K ﹤0.01% 368
2026
Q1 		$3.88K Buy
8
+2
+33% +$1K ﹤0.01% 352
2025
Q4 		$3.48K Sell
6
-2
-25% -$1.25K ﹤0.01% 339
2025
Q3 		$5.58K Buy
8
+5
+167% +$3.5K ﹤0.01% 259
2025
Q2 		$2.3K Buy
+3
New +$1.93K ﹤0.01% 356

Other funds holding SPOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Principia Wealth Advisory's SPOT Position: Q2 2026 in Review

Principia Wealth Advisory increased its Spotify (SPOT) stake by 38% in Q2 2026, buying an estimated $1.43K and bringing the position to 11 shares worth $5.05K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Principia Wealth Advisory first reported a position in SPOT in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.58K in Q3 2025. 1,250 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Principia Wealth Advisory held 11 shares of Spotify worth $5.05K as of Q2 2026.
  • Principia Wealth Advisory bought 3 Spotify shares in Q2 2026, an estimated $1.43K.
  • Spotify made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #368 holding.
  • Principia Wealth Advisory first reported a position in Spotify in Q2 2025 and has held it in 5 quarters since.
  • Principia Wealth Advisory's Spotify position peaked at $5.58K in Q3 2025.
  • 1,250 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.