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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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SHP Wealth Management's SPOT Position: Q1 2026 in Review

SHP Wealth Management reduced its Spotify (SPOT) stake by 9.4% in Q1 2026, selling an estimated $45.2K and leaving 867 shares worth $420K. The position accounts for 0.03% of the portfolio, ranked #171.

SHP Wealth Management first reported a position in SPOT in Q4 2025 and has held it in 2 quarters since. The position peaked at $556K in Q4 2025. 1,276 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • SHP Wealth Management held 867 shares of Spotify worth $420K as of Q1 2026.
  • SHP Wealth Management sold 90 Spotify shares in Q1 2026, an estimated $45.2K.
  • Spotify made up 0.03% of SHP Wealth Management's portfolio in Q1 2026, its #171 holding.
  • SHP Wealth Management first reported a position in Spotify in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Spotify position peaked at $556K in Q4 2025.
  • 1,276 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.