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Sowell Financial Services’s Spotify SPOT Stock Holding History

Sowell Financial Services’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 		$330K Sell
719
-46
-6% -$21.9K 0.01% 827
2026
Q1 		$371K Buy
765
+42
+6% +$21.1K 0.01% 753
2025
Q4 		$420K Sell
723
-2,482
-77% -$1.55M 0.02% 699
2025
Q3 		$2.24M Sell
3,205
-5,329
-62% -$3.73M 0.09% 252
2025
Q2 		$6.55M Buy
8,534
+154
+2% +$98.8K 0.27% 77
2025
Q1 		$4.61M Buy
+8,380
New +$4.68M 0.21% 104
2021
Q2 		– Sell
-1,542
Closed -$366K – 2408
2021
Q1 		$366K Sell
1,542
-59
-4% -$18.4K 0.01% 762
2020
Q4 		$504K Buy
1,601
+279
+21% +$78.7K 0.02% 521
2020
Q3 		$321K Buy
1,322
+392
+42% +$101K 0.02% 590
2020
Q2 		$240K Buy
930
+14
+2% +$2.4K 0.01% 661
2020
Q1 		$111K Sell
916
-192
-17% -$27.2K 0.01% 812
2019
Q4 		$166K Buy
1,108
+662
+148% +$90.9K 0.01% 775
2019
Q3 		$51K Buy
+446
New +$63K ﹤0.01% 996

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

Sowell Financial Services's SPOT Position: Q2 2026 in Review

Sowell Financial Services reduced its Spotify (SPOT) stake by 6% in Q2 2026, selling an estimated $21.9K and leaving 719 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #827.

Sowell Financial Services first reported a position in SPOT in Q3 2019 and has held it in 13 quarters since. The position peaked at $6.55M in Q2 2025. 1,249 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Sowell Financial Services held 719 shares of Spotify worth $330K as of Q2 2026.
  • Sowell Financial Services sold 46 Spotify shares in Q2 2026, an estimated $21.9K.
  • Spotify made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #827 holding.
  • Sowell Financial Services first reported a position in Spotify in Q3 2019 and has held it in 13 quarters since.
  • Sowell Financial Services's Spotify position peaked at $6.55M in Q2 2025.
  • 1,249 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.