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SHP Wealth Management’s Spotify SPOT Stock Holding History

SHP 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 		$486K Buy
1,059
+192
+22% +$91.5K 0.03% 184
2026
Q1 		$420K Sell
867
-90
-9% -$45.2K 0.03% 171
2025
Q4 		$556K Buy
+957
New +$598K 0.04% 138

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its Spotify (SPOT) stake by 22% in Q2 2026, buying an estimated $91.5K and bringing the position to 1,059 shares worth $486K. The position accounts for 0.03% of the portfolio, ranked #184.

SHP Wealth Management first reported a position in SPOT in Q4 2025 and has held it in 3 quarters since. The position peaked at $556K in Q4 2025. 1,254 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • SHP Wealth Management held 1,059 shares of Spotify worth $486K as of Q2 2026.
  • SHP Wealth Management bought 192 Spotify shares in Q2 2026, an estimated $91.5K.
  • Spotify made up 0.03% of SHP Wealth Management's portfolio in Q2 2026, its #184 holding.
  • SHP Wealth Management first reported a position in Spotify in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Spotify position peaked at $556K in Q4 2025.
  • 1,254 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.