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Rothschild Investment LLC’s Spotify SPOT Stock Holding History

Rothschild Investment LLC’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 		$274K Buy
596
+347
+139% +$165K 0.01% 782
2026
Q1 		$121K Buy
249
+77
+45% +$38.6K 0.01% 829
2025
Q4 		$99.7K Sell
172
-451
-72% -$282K 0.01% 809
2025
Q3 		$435K Buy
623
+476
+324% +$333K 0.02% 389
2025
Q2 		$113K Buy
147
+23
+19% +$14.8K 0.01% 616
2025
Q1 		$68.2K Hold
124
– – ﹤0.01% 699
2024
Q4 		$55.5K Hold
124
– – ﹤0.01% 760
2024
Q3 		$45.7K Sell
124
-23
-16% -$7.65K ﹤0.01% 796
2024
Q2 		$46.1K Buy
147
+90
+158% +$27.1K ﹤0.01% 761
2024
Q1 		$15K Hold
57
– – ﹤0.01% 984
2023
Q4 		$10.7K Buy
+57
New +$9.95K ﹤0.01% 980

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TCMX
Technology Crossover Management XI Menlo Park, California $533M AUM 42.1% 1-Year Est. Return

Rothschild Investment LLC's SPOT Position: Q2 2026 in Review

Rothschild Investment LLC increased its Spotify (SPOT) stake by 139% in Q2 2026, buying an estimated $165K and bringing the position to 596 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #782.

Rothschild Investment LLC first reported a position in SPOT in Q4 2023 and has held it in 11 quarters since. The position peaked at $435K in Q3 2025. 625 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Rothschild Investment LLC held 596 shares of Spotify worth $274K as of Q2 2026.
  • Rothschild Investment LLC bought 347 Spotify shares in Q2 2026, an estimated $165K.
  • Spotify made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #782 holding.
  • Rothschild Investment LLC first reported a position in Spotify in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's Spotify position peaked at $435K in Q3 2025.
  • 625 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.