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Sendero Wealth Management’s Spotify SPOT Stock Holding History

Sendero 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 		$2.36M Buy
5,131
+1,052
+26% +$501K 0.23% 74
2026
Q1 		$1.98M Buy
+4,079
New +$2.05M 0.22% 70

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

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

Sendero Wealth Management increased its Spotify (SPOT) stake by 26% in Q2 2026, buying an estimated $501K and bringing the position to 5,131 shares worth $2.36M. The position accounts for 0.23% of the portfolio, ranked #74.

Sendero Wealth Management first reported a position in SPOT in Q1 2026 and has held it in 2 quarters since. 1,252 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Sendero Wealth Management held 5,131 shares of Spotify worth $2.36M as of Q2 2026.
  • Sendero Wealth Management bought 1,052 Spotify shares in Q2 2026, an estimated $501K.
  • Spotify made up 0.23% of Sendero Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Sendero Wealth Management first reported a position in Spotify in Q1 2026 and has held it in 2 quarters since.
  • 1,252 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.