RWM
SPOT icon

Rialto Wealth Management’s Spotify SPOT Stock Holding History

Rialto Wealth Management’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
Q1 		$12.6K Hold
26
– – ﹤0.01% 442
2025
Q4 		$15.1K Buy
+26
New +$16.3K ﹤0.01% 399
2025
Q3 		– Sell
-1
Closed -$768 – 1781
2025
Q2 		$768 Buy
+1
New +$642 ﹤0.01% 957

Other funds holding SPOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Rialto Wealth Management's SPOT Position: Q1 2026 in Review

Rialto Wealth Management held its Spotify (SPOT) position steady in Q1 2026 at 26 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Rialto Wealth Management first reported a position in SPOT in Q2 2025 and has held it in 3 quarters since. The position peaked at $15.1K in Q4 2025. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Rialto Wealth Management held 26 shares of Spotify worth $12.6K as of Q1 2026.
  • Rialto Wealth Management left its Spotify share count unchanged in Q1 2026.
  • Spotify made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #442 holding.
  • Rialto Wealth Management first reported a position in Spotify in Q2 2025 and has held it in 3 quarters since.
  • Rialto Wealth Management's Spotify position peaked at $15.1K in Q4 2025.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.