RFP
SPOT icon

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
Q2 		$563K Sell
1,227
-36
-3% -$17.2K 0.02% 178
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
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

Root Financial Partners's SPOT Position: Q2 2026 in Review

Root Financial Partners reduced its Spotify (SPOT) stake by 2.9% in Q2 2026, selling an estimated $17.2K and leaving 1,227 shares worth $563K. The position accounts for 0.02% of the portfolio, ranked #178.

Root Financial Partners first reported a position in SPOT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.03M in Q2 2025. 1,252 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Root Financial Partners held 1,227 shares of Spotify worth $563K as of Q2 2026.
  • Root Financial Partners sold 36 Spotify shares in Q2 2026, an estimated $17.2K.
  • Spotify made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #178 holding.
  • Root Financial Partners first reported a position in Spotify in Q1 2024 and has held it in 10 quarters since.
  • Root Financial Partners's Spotify position peaked at $1.03M in Q2 2025.
  • 1,252 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.