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Sequoia Financial Advisors’s Spotify SPOT Stock Holding History

Sequoia Financial Advisors’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 		$2.13M Sell
4,635
-522
-10% -$249K 0.01% 620
2026
Q1 		$2.5M Buy
5,157
+1,358
+36% +$682K 0.01% 524
2025
Q4 		$2.21M Buy
3,799
+273
+8% +$171K 0.01% 543
2025
Q3 		$2.46M Buy
3,526
+334
+10% +$234K 0.02% 463
2025
Q2 		$2.45M Buy
3,192
+632
+25% +$406K 0.02% 423
2025
Q1 		$1.41M Buy
2,560
+494
+24% +$276K 0.01% 516
2024
Q4 		$924K Buy
2,066
+845
+69% +$362K 0.01% 599
2024
Q3 		$450K Buy
1,221
+184
+18% +$61.2K ﹤0.01% 795
2024
Q2 		$325K Buy
1,037
+174
+20% +$52.4K ﹤0.01% 853
2024
Q1 		$228K Sell
863
-2,906
-77% -$683K ﹤0.01% 994
2023
Q4 		$708K Buy
+3,769
New +$658K 0.01% 637

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

Sequoia Financial Advisors's SPOT Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Spotify (SPOT) stake by 10% in Q2 2026, selling an estimated $249K and leaving 4,635 shares worth $2.13M. The position accounts for 0.01% of the portfolio, ranked #620.

Sequoia Financial Advisors first reported a position in SPOT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.5M in Q1 2026. 1,249 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Sequoia Financial Advisors held 4,635 shares of Spotify worth $2.13M as of Q2 2026.
  • Sequoia Financial Advisors sold 522 Spotify shares in Q2 2026, an estimated $249K.
  • Spotify made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #620 holding.
  • Sequoia Financial Advisors first reported a position in Spotify in Q4 2023 and has held it in 11 quarters since.
  • Sequoia Financial Advisors's Spotify position peaked at $2.5M in Q1 2026.
  • 1,249 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.