Root Financial Partners’s Spotify SPOT Stock Holding History

Root Financial Partners’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	$612K	Sell	1,263 -5	-0.4%	-$2.51K	0.03%	143
2025 Q4	$736K	Sell	1,268 -58	-4%	-$36.3K	0.04%	124
2025 Q3	$926K	Sell	1,326 -17	-1%	-$11.9K	0.06%	89
2025 Q2	$1.03M	Buy	1,343 +187	+16%	+$120K	0.1%	72
2025 Q1	$636K	Sell	1,156 -63	-5%	-$35.2K	0.07%	93
2024 Q4	$545K	Buy	1,219 +9	+0.7%	+$3.85K	0.07%	107
2024 Q3	$446K	Buy	1,210 +99	+9%	+$32.9K	0.07%	100
2024 Q2	$349K	Buy	1,111 +2	+0.2%	+$602	0.08%	85
2024 Q1	$293K	Buy	+1,109	New	+$260K	0.09%	83

Other funds holding SPOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Root Financial Partners's SPOT Position: Q1 2026 in Review

Root Financial Partners reduced its Spotify (SPOT) stake by 0.39% in Q1 2026, selling an estimated $2.51K and leaving 1,263 shares worth $612K. The position accounts for 0.03% of the portfolio, ranked #143.

Root Financial Partners first reported a position in SPOT in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.03M in Q2 2025. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

Root Financial Partners held 1,263 shares of Spotify worth $612K as of Q1 2026.
Root Financial Partners sold 5 Spotify shares in Q1 2026, an estimated $2.51K.
Spotify made up 0.03% of Root Financial Partners's portfolio in Q1 2026, its #143 holding.
Root Financial Partners first reported a position in Spotify in Q1 2024 and has held it in 9 quarters since.
Root Financial Partners's Spotify position peaked at $1.03M in Q2 2025.
1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.