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Private Wealth Management Group’s Spotify SPOT Stock Holding History

Private Wealth Management 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
Q3 		$488 Hold
1
– – ﹤0.01% 1443
2026
Q2 		$460 Hold
1
– – ﹤0.01% 1410
2026
Q1 		$485 Buy
+1
New +$502 ﹤0.01% 1377

Other funds holding SPOT

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Technology Crossover Management XI
Technology Crossover Management XI Menlo Park, California $551M AUM 35.69% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Private Wealth Management Group's SPOT Position: Q3 2026 in Review

Private Wealth Management Group held its Spotify (SPOT) position steady in Q3 2026 at 1 share worth $488. The position accounts for ﹤0.01% of the portfolio, ranked #1443.

Private Wealth Management Group first reported a position in SPOT in Q1 2026 and has held it in 3 quarters since. 573 funds tracked by Wall St. Rank hold SPOT as of Q3 2026.

  • Private Wealth Management Group held 1 share of Spotify worth $488 as of Q3 2026.
  • Private Wealth Management Group left its Spotify share count unchanged in Q3 2026.
  • Spotify made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1443 holding.
  • Private Wealth Management Group first reported a position in Spotify in Q1 2026 and has held it in 3 quarters since.
  • 573 funds tracked by Wall St. Rank held Spotify as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.