VFA
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Valeo Financial Advisors’s Spotify SPOT Stock Holding History

Valeo 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 		$637K Buy
1,387
+606
+78% +$289K 0.01% 390
2026
Q1 		$379K Sell
781
-69
-8% -$34.6K 0.01% 473
2025
Q4 		$494K Buy
850
+186
+28% +$116K 0.01% 467
2025
Q3 		$464K Buy
664
+168
+34% +$117K 0.01% 477
2025
Q2 		$381K Buy
496
+113
+30% +$72.5K 0.01% 510
2025
Q1 		$211K Buy
+383
New +$214K 0.01% 629
2022
Q2 		– Sell
-1,648
Closed -$249K – 639
2022
Q1 		$249K Buy
1,648
+155
+10% +$26.5K 0.01% 497
2021
Q4 		$349K Buy
1,493
+17
+1% +$4.25K 0.02% 383
2021
Q3 		$333K Sell
1,476
-922
-38% -$217K 0.02% 380
2021
Q2 		$661K Buy
2,398
+1,092
+84% +$277K 0.04% 215
2021
Q1 		$350K Buy
1,306
+988
+311% +$308K 0.02% 331
2020
Q4 		$100K Buy
318
+6
+2% +$1.69K 0.01% 576
2020
Q3 		$76K Sell
312
-149
-32% -$38.5K 0.01% 540
2020
Q2 		$119K Buy
461
+197
+75% +$33.8K 0.01% 449
2020
Q1 		$34K Buy
264
+63
+31% +$8.92K ﹤0.01% 729
2019
Q4 		$30K Hold
201
– – ﹤0.01% 815
2019
Q3 		$23K Sell
201
-144
-42% -$20.3K ﹤0.01% 815
2019
Q2 		$50K Hold
345
– – 0.01% 596
2019
Q1 		$48K Buy
345
+150
+77% +$20.5K 0.01% 566
2018
Q4 		$22K Hold
195
– – ﹤0.01% 688
2018
Q3 		$29K Buy
195
+15
+8% +$2.75K ﹤0.01% 666
2018
Q2 		$34K Buy
+180
New +$28.8K ﹤0.01% 631

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

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

Valeo Financial Advisors increased its Spotify (SPOT) stake by 78% in Q2 2026, buying an estimated $289K and bringing the position to 1,387 shares worth $637K. The position accounts for 0.01% of the portfolio, ranked #390.

Valeo Financial Advisors first reported a position in SPOT in Q2 2018 and has held it in 22 quarters since. The position peaked at $661K in Q2 2021. 1,249 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Valeo Financial Advisors held 1,387 shares of Spotify worth $637K as of Q2 2026.
  • Valeo Financial Advisors bought 606 Spotify shares in Q2 2026, an estimated $289K.
  • Spotify made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #390 holding.
  • Valeo Financial Advisors first reported a position in Spotify in Q2 2018 and has held it in 22 quarters since.
  • Valeo Financial Advisors's Spotify position peaked at $661K in Q2 2021.
  • 1,249 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.