Toth Financial Advisory’s Spotify SPOT Stock Holding History

Toth Financial Advisory’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	$3.21K	Sell	7 -8	-53%	-$3.81K	﹤0.01%	697
2026 Q1	$7.27K	Buy	15 +6	+67%	+$3.01K	﹤0.01%	599
2025 Q4	$5.23K	Sell	9 -606	-99%	-$379K	﹤0.01%	633
2025 Q3	$429K	Hold	615	–	–	0.05%	178
2025 Q2	$472K	Buy	615 +600	+4,000%	+$385K	0.06%	167
2025 Q1	$8.25K	Hold	15	–	–	﹤0.01%	476
2024 Q4	$6.71K	Hold	15	–	–	﹤0.01%	488
2024 Q3	$5.53K	Hold	15	–	–	﹤0.01%	510
2024 Q2	$4.71K	Hold	15	–	–	﹤0.01%	531
2024 Q1	$3.96K	Hold	15	–	–	﹤0.01%	546
2023 Q4	$2.82K	Hold	15	–	–	﹤0.01%	588
2023 Q3	$2.32K	Hold	15	–	–	﹤0.01%	616
2023 Q2	$2.41K	Hold	15	–	–	﹤0.01%	619
2023 Q1	$2K	Hold	15	–	–	﹤0.01%	650
2022 Q4	$1.18K	Hold	15	–	–	﹤0.01%	654
2022 Q3	$1K	Hold	15	–	–	﹤0.01%	719
2022 Q2	$1K	Hold	15	–	–	﹤0.01%	669
2022 Q1	$2K	Buy	+15	New	+$2.56K	﹤0.01%	644

Other funds holding SPOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Toth Financial Advisory's SPOT Position: Q2 2026 in Review

Toth Financial Advisory reduced its Spotify (SPOT) stake by 53% in Q2 2026, selling an estimated $3.81K and leaving 7 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Toth Financial Advisory first reported a position in SPOT in Q1 2022 and has held it in 18 quarters since. The position peaked at $472K in Q2 2025. 1,249 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

Toth Financial Advisory held 7 shares of Spotify worth $3.21K as of Q2 2026.
Toth Financial Advisory sold 8 Spotify shares in Q2 2026, an estimated $3.81K.
Spotify made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #697 holding.
Toth Financial Advisory first reported a position in Spotify in Q1 2022 and has held it in 18 quarters since.
Toth Financial Advisory's Spotify position peaked at $472K in Q2 2025.
1,249 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.