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PUREfi Wealth’s Spotify SPOT Stock Holding History

PUREfi Wealth’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 		$317K Buy
691
+21
+3% +$10K 0.17% 147
2026
Q1 		$325K Buy
670
+183
+38% +$91.8K 0.21% 128
2025
Q4 		$283K Sell
487
-83
-15% -$51.9K 0.22% 124
2025
Q3 		$398K Sell
570
-34
-6% -$23.8K 0.31% 89
2025
Q2 		$463K Buy
604
+51
+9% +$32.7K 0.37% 69
2025
Q1 		$304K Buy
+553
New +$309K 0.3% 95

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

PUREfi Wealth's SPOT Position: Q2 2026 in Review

PUREfi Wealth increased its Spotify (SPOT) stake by 3.1% in Q2 2026, buying an estimated $10K and bringing the position to 691 shares worth $317K. The position accounts for 0.17% of the portfolio, ranked #147.

PUREfi Wealth first reported a position in SPOT in Q1 2025 and has held it in 6 quarters since. The position peaked at $463K in Q2 2025. 1,252 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • PUREfi Wealth held 691 shares of Spotify worth $317K as of Q2 2026.
  • PUREfi Wealth bought 21 Spotify shares in Q2 2026, an estimated $10K.
  • Spotify made up 0.17% of PUREfi Wealth's portfolio in Q2 2026, its #147 holding.
  • PUREfi Wealth first reported a position in Spotify in Q1 2025 and has held it in 6 quarters since.
  • PUREfi Wealth's Spotify position peaked at $463K in Q2 2025.
  • 1,252 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on PUREfi Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.