TFA
SPOT icon

Transamerica Financial Advisors’s Spotify SPOT Stock Holding History

Transamerica Financial Advisors’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 		$54.2K Sell
118
-117
-50% -$55.8K ﹤0.01% 682
2026
Q1 		$114K Buy
235
+73
+45% +$36.6K 0.01% 499
2025
Q4 		$94.1K Buy
162
+74
+84% +$46.3K 0.01% 463
2025
Q3 		$61.4K Buy
+88
New +$61.5K 0.01% 455
2024
Q3 		– Sell
-1
Closed -$1K – 656
2024
Q2 		$1K Hold
1
– – ﹤0.01% 521
2024
Q1 		$1K Hold
1
– – ﹤0.01% 566
2023
Q4 		$1K Hold
1
– – ﹤0.01% 580
2023
Q3 		$1K Hold
1
– – ﹤0.01% 601
2023
Q2 		$1K Hold
1
– – ﹤0.01% 570
2023
Q1 		$1K Hold
1
– – ﹤0.01% 556
2022
Q4 		$1K Hold
1
– – ﹤0.01% 639
2022
Q3 		$1K Hold
1
– – ﹤0.01% 601
2022
Q2 		$1K Buy
+1
New +$113 ﹤0.01% 609

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

Transamerica Financial Advisors's SPOT Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Spotify (SPOT) stake by 50% in Q2 2026, selling an estimated $55.8K and leaving 118 shares worth $54.2K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Transamerica Financial Advisors first reported a position in SPOT in Q2 2022 and has held it in 13 quarters since. The position peaked at $114K in Q1 2026. 1,247 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Transamerica Financial Advisors held 118 shares of Spotify worth $54.2K as of Q2 2026.
  • Transamerica Financial Advisors sold 117 Spotify shares in Q2 2026, an estimated $55.8K.
  • Spotify made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #682 holding.
  • Transamerica Financial Advisors first reported a position in Spotify in Q2 2022 and has held it in 13 quarters since.
  • Transamerica Financial Advisors's Spotify position peaked at $114K in Q1 2026.
  • 1,247 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.