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Ritholtz Wealth Management’s Spotify SPOT Stock Holding History

Ritholtz 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
Q2 		$2.29M Buy
4,978
+868
+21% +$414K 0.03% 386
2026
Q1 		$1.99M Sell
4,110
-2,381
-37% -$1.19M 0.03% 373
2025
Q4 		$3.77M Sell
6,491
-589
-8% -$368K 0.07% 206
2025
Q3 		$4.94M Buy
7,080
+194
+3% +$136K 0.1% 133
2025
Q2 		$5.28M Buy
6,886
+98
+1% +$62.9K 0.12% 104
2025
Q1 		$3.73M Buy
6,788
+1,052
+18% +$588K 0.11% 128
2024
Q4 		$2.57M Buy
5,736
+1,241
+28% +$531K 0.08% 185
2024
Q3 		$1.66M Buy
4,495
+1,765
+65% +$587K 0.05% 271
2024
Q2 		$857K Buy
2,730
+1,154
+73% +$347K 0.03% 382
2024
Q1 		$416K Buy
+1,576
New +$370K 0.01% 558

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

Ritholtz Wealth Management's SPOT Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Spotify (SPOT) stake by 21% in Q2 2026, buying an estimated $414K and bringing the position to 4,978 shares worth $2.29M. The position accounts for 0.03% of the portfolio, ranked #386.

Ritholtz Wealth Management first reported a position in SPOT in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.28M in Q2 2025. 1,252 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Ritholtz Wealth Management held 4,978 shares of Spotify worth $2.29M as of Q2 2026.
  • Ritholtz Wealth Management bought 868 Spotify shares in Q2 2026, an estimated $414K.
  • Spotify made up 0.03% of Ritholtz Wealth Management's portfolio in Q2 2026, its #386 holding.
  • Ritholtz Wealth Management first reported a position in Spotify in Q1 2024 and has held it in 10 quarters since.
  • Ritholtz Wealth Management's Spotify position peaked at $5.28M in Q2 2025.
  • 1,252 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.