RA
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Rational Advisors’s Spotify SPOT Stock Holding History

Rational Advisors’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 		$1.09M Sell
2,370
-2,900
-55% -$1.38M 0.1% 85
2026
Q1 		$2.56M Sell
5,270
-5
-0.1% -$2.51K 0.26% 59
2025
Q4 		$3.06M Buy
5,275
+500
+10% +$313K 0.31% 57
2025
Q3 		$3.33M Sell
4,775
-150
-3% -$105K 0.33% 57
2025
Q2 		$3.78M Sell
4,925
-1,000
-17% -$642K 0.37% 51
2025
Q1 		$3.26M Buy
+5,925
New +$3.31M 0.33% 53
2024
Q3 		– Sell
-5,200
Closed -$1.63M – 194
2024
Q2 		$1.63M Buy
+5,200
New +$1.57M 0.16% 62
2023
Q4 		– Sell
-2,600
Closed -$402K – 267
2023
Q3 		$402K Buy
+2,600
New +$396K 0.04% 88
2023
Q1 		– Sell
-9,000
Closed -$711K – 297
2022
Q4 		$711K Buy
+9,000
New +$726K 0.06% 84
2021
Q3 		– Sell
-6,788
Closed -$1.87M – 213
2021
Q2 		$1.87M Hold
6,788
– – 0.22% 50
2021
Q1 		$1.82M Buy
6,788
+2,350
+53% +$733K 0.34% 55
2020
Q4 		$1.4M Sell
4,438
-3,000
-40% -$847K 0.37% 52
2020
Q3 		$1.8M Buy
7,438
+3,000
+68% +$775K 0.77% 35
2020
Q2 		$1.15M Sell
4,438
-8,555
-66% -$1.47M 0.59% 57
2020
Q1 		$1.58M Buy
12,993
+3,843
+42% +$544K 1.15% 19
2019
Q4 		$1.37M Buy
9,150
+4,622
+102% +$635K 0.64% 44
2019
Q3 		$516K Sell
4,528
-4,356
-49% -$615K 0.2% 130
2019
Q2 		$1.3M Buy
8,884
+2,526
+40% +$348K 0.46% 80
2019
Q1 		$882K Buy
6,358
+5,162
+432% +$706K 0.24% 112
2018
Q4 		$136K Buy
+1,196
New +$167K 0.04% 213

Other funds holding SPOT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rational Advisors's SPOT Position: Q2 2026 in Review

Rational Advisors reduced its Spotify (SPOT) stake by 55% in Q2 2026, selling an estimated $1.38M and leaving 2,370 shares worth $1.09M. The position accounts for 0.1% of the portfolio, ranked #85.

Rational Advisors first reported a position in SPOT in Q4 2018 and has held it in 20 quarters since. The position peaked at $3.78M in Q2 2025. 416 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Rational Advisors held 2,370 shares of Spotify worth $1.09M as of Q2 2026.
  • Rational Advisors sold 2,900 Spotify shares in Q2 2026, an estimated $1.38M.
  • Spotify made up 0.1% of Rational Advisors's portfolio in Q2 2026, its #85 holding.
  • Rational Advisors first reported a position in Spotify in Q4 2018 and has held it in 20 quarters since.
  • Rational Advisors's Spotify position peaked at $3.78M in Q2 2025.
  • 416 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Rational Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.