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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

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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. 502 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.
  • 502 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.