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Simplicity Wealth’s Spotify SPOT Stock Holding History

Simplicity Wealth’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 		$417K Buy
860
+36
+4% +$18.1K 0.02% 501
2025
Q4 		$479K Sell
824
-209
-20% -$131K 0.03% 445
2025
Q3 		$721K Sell
1,033
-723
-41% -$506K 0.04% 365
2025
Q2 		$1.35M Buy
+1,756
New +$1.13M 0.06% 272
2024
Q3 		– Sell
-1,854
Closed -$582K – 1101
2024
Q2 		$582K Buy
1,854
+127
+7% +$38.2K 0.01% 698
2024
Q1 		$456K Buy
+1,727
New +$406K 0.01% 769

Other funds holding SPOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $145B AUM 34.61% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $298B AUM 21.96% 1-Year Est. Return

Simplicity Wealth's SPOT Position: Q1 2026 in Review

Simplicity Wealth increased its Spotify (SPOT) stake by 4.4% in Q1 2026, buying an estimated $18.1K and bringing the position to 860 shares worth $417K. The position accounts for 0.02% of the portfolio, ranked #501.

Simplicity Wealth first reported a position in SPOT in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.35M in Q2 2025. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Simplicity Wealth held 860 shares of Spotify worth $417K as of Q1 2026.
  • Simplicity Wealth bought 36 Spotify shares in Q1 2026, an estimated $18.1K.
  • Spotify made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #501 holding.
  • Simplicity Wealth first reported a position in Spotify in Q1 2024 and has held it in 6 quarters since.
  • Simplicity Wealth's Spotify position peaked at $1.35M in Q2 2025.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.