SWP
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Sagespring Wealth Partners’s Spotify SPOT Stock Holding History

Sagespring Wealth 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 		$268K Buy
584
+16
+3% +$7.63K ﹤0.01% 730
2026
Q1 		$276K Sell
568
-68
-11% -$34.1K 0.01% 690
2025
Q4 		$370K Buy
636
+18
+3% +$11.3K 0.01% 561
2025
Q3 		$432K Sell
618
-123
-17% -$86K 0.01% 500
2025
Q2 		$568K Buy
741
+159
+27% +$102K 0.01% 404
2025
Q1 		$320K Buy
+582
New +$325K 0.01% 496

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

Sagespring Wealth Partners's SPOT Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Spotify (SPOT) stake by 2.8% in Q2 2026, buying an estimated $7.63K and bringing the position to 584 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #730.

Sagespring Wealth Partners first reported a position in SPOT in Q1 2025 and has held it in 6 quarters since. The position peaked at $568K in Q2 2025. 1,253 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Sagespring Wealth Partners held 584 shares of Spotify worth $268K as of Q2 2026.
  • Sagespring Wealth Partners bought 16 Spotify shares in Q2 2026, an estimated $7.63K.
  • Spotify made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #730 holding.
  • Sagespring Wealth Partners first reported a position in Spotify in Q1 2025 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Spotify position peaked at $568K in Q2 2025.
  • 1,253 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.