TWM
SPOT icon

Tortuga Wealth Management’s Spotify SPOT Stock Holding History

Tortuga 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 		$672K Buy
1,464
+228
+18% +$109K 0.51% 53
2026
Q1 		$599K Buy
1,236
+13
+1% +$6.52K 0.56% 46
2025
Q4 		$710K Buy
+1,223
New +$765K 0.75% 31

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

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

Tortuga Wealth Management increased its Spotify (SPOT) stake by 18% in Q2 2026, buying an estimated $109K and bringing the position to 1,464 shares worth $672K. The position accounts for 0.51% of the portfolio, ranked #53.

Tortuga Wealth Management first reported a position in SPOT in Q4 2025 and has held it in 3 quarters since. The position peaked at $710K in Q4 2025. 1,252 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Tortuga Wealth Management held 1,464 shares of Spotify worth $672K as of Q2 2026.
  • Tortuga Wealth Management bought 228 Spotify shares in Q2 2026, an estimated $109K.
  • Spotify made up 0.51% of Tortuga Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Tortuga Wealth Management first reported a position in Spotify in Q4 2025 and has held it in 3 quarters since.
  • Tortuga Wealth Management's Spotify position peaked at $710K in Q4 2025.
  • 1,252 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Tortuga Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.