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Twin Peaks Wealth Advisors’s Spotify SPOT Stock Holding History

Twin Peaks Wealth 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
Q1 		$56.3K Buy
+116
New +$58.2K 0.01% 409
2025
Q3 		– Sell
-135
Closed -$93.1K – 1834
2025
Q2 		$93.1K Buy
+135
New +$86.6K 0.03% 242

Other funds holding SPOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Twin Peaks Wealth Advisors's SPOT Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Spotify (SPOT) in Q1 2026: 116 shares worth $56.3K. The stake represents 0.01% of the portfolio and ranks #409 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in SPOT as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in SPOT in Q2 2025 and has held it in 2 quarters since. The position peaked at $93.1K in Q2 2025. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Twin Peaks Wealth Advisors held 116 shares of Spotify worth $56.3K as of Q1 2026.
  • Spotify was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Spotify made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #409 holding.
  • Twin Peaks Wealth Advisors first reported a position in Spotify in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Spotify position peaked at $93.1K in Q2 2025.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.