TWD
SPOT icon

True Wealth Design’s Spotify SPOT Stock Holding History

True Wealth Design’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 		$20.2K Sell
44
-12
-21% -$5.72K ﹤0.01% 803
2026
Q1 		$27.2K Buy
56
+29
+107% +$14.6K 0.01% 595
2025
Q4 		$15.7K Sell
27
-10
-27% -$6.25K ﹤0.01% 688
2025
Q3 		$25.8K Buy
37
+7
+23% +$4.89K 0.01% 520
2025
Q2 		$23K Buy
30
+3
+11% +$1.93K 0.01% 353
2025
Q1 		$14.9K Buy
27
+15
+125% +$8.38K 0.01% 393
2024
Q4 		$5.37K Sell
12
-1
-8% -$428 ﹤0.01% 521
2024
Q3 		$4.79K Buy
13
+9
+225% +$2.99K ﹤0.01% 562
2024
Q2 		$1.26K Buy
4
+1
+33% +$301 ﹤0.01% 457
2024
Q1 		$792 Buy
3
+1
+50% +$235 ﹤0.01% 517
2023
Q4 		$376 Buy
2
+1
+100% +$175 ﹤0.01% 553
2023
Q3 		$155 Hold
1
– – ﹤0.01% 677
2023
Q2 		$161 Sell
1
-17
-94% -$2.46K ﹤0.01% 684
2023
Q1 		$2.41K Buy
18
+17
+1,700% +$1.95K ﹤0.01% 324
2022
Q4 		$79 Buy
+1
New +$81 ﹤0.01% 751

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

True Wealth Design's SPOT Position: Q2 2026 in Review

True Wealth Design reduced its Spotify (SPOT) stake by 21% in Q2 2026, selling an estimated $5.72K and leaving 44 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #803.

True Wealth Design first reported a position in SPOT in Q4 2022 and has held it in 15 quarters since. The position peaked at $27.2K in Q1 2026. 1,249 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • True Wealth Design held 44 shares of Spotify worth $20.2K as of Q2 2026.
  • True Wealth Design sold 12 Spotify shares in Q2 2026, an estimated $5.72K.
  • Spotify made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #803 holding.
  • True Wealth Design first reported a position in Spotify in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Spotify position peaked at $27.2K in Q1 2026.
  • 1,249 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.