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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
2022
Q2 		– Sell
-400
Closed -$60K – 638
2022
Q1 		$60K Buy
+400
New +$68.3K ﹤0.01% 593

Other funds holding SPOT

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

Valeo Financial Advisors's SPOT Position: Q3 2026 in Review

Valeo Financial Advisors increased its Spotify (SPOT) stake by 31% in Q3 2026, buying an estimated $221K and bringing the position to 1,822 shares worth $888K. The position accounts for 0.02% of the portfolio, ranked #325.

Valeo Financial Advisors first reported a position in SPOT in Q2 2018 and has held it in 23 quarters since. 41 funds tracked by Wall St. Rank hold SPOT as of Q3 2026.

  • Valeo Financial Advisors held 1,822 shares of Spotify worth $888K as of Q3 2026.
  • Valeo Financial Advisors bought 435 Spotify shares in Q3 2026, an estimated $221K.
  • Spotify made up 0.02% of Valeo Financial Advisors's portfolio in Q3 2026, its #325 holding.
  • Valeo Financial Advisors first reported a position in Spotify in Q2 2018 and has held it in 23 quarters since.
  • 41 funds tracked by Wall St. Rank held Spotify as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.