SW
SPOT icon

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
Q2 		$386K Sell
841
-19
-2% -$9.06K 0.01% 735
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 $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

Simplicity Wealth's SPOT Position: Q2 2026 in Review

Simplicity Wealth reduced its Spotify (SPOT) stake by 2.2% in Q2 2026, selling an estimated $9.06K and leaving 841 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #735.

Simplicity Wealth first reported a position in SPOT in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.35M in Q2 2025. 1,252 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Simplicity Wealth held 841 shares of Spotify worth $386K as of Q2 2026.
  • Simplicity Wealth sold 19 Spotify shares in Q2 2026, an estimated $9.06K.
  • Spotify made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #735 holding.
  • Simplicity Wealth first reported a position in Spotify in Q1 2024 and has held it in 7 quarters since.
  • Simplicity Wealth's Spotify position peaked at $1.35M in Q2 2025.
  • 1,252 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.