VestGen Advisors
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VestGen Advisors’s Spotify SPOT Stock Holding History

VestGen 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
Q3 		$1.24M Buy
2,542
+99
+4% +$50.4K 0.04% 384
2026
Q2 		$1.12M Buy
2,443
+159
+7% +$75.8K 0.03% 431
2026
Q1 		$988K Sell
2,284
-1,746
-43% -$876K 0.03% 470
2025
Q4 		$2.34M Buy
4,030
+1,148
+40% +$718K 0.1% 219
2025
Q3 		$2.01M Buy
2,882
+2,188
+315% +$1.53M 0.07% 246
2025
Q2 		$533K Buy
694
+33
+5% +$21.2K 0.02% 414
2025
Q1 		$364K Buy
+661
New +$369K 0.02% 429

Other funds holding SPOT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

VestGen Advisors's SPOT Position: Q3 2026 in Review

VestGen Advisors increased its Spotify (SPOT) stake by 4.1% in Q3 2026, buying an estimated $50.4K and bringing the position to 2,542 shares worth $1.24M. The position accounts for 0.04% of the portfolio, ranked #384.

VestGen Advisors first reported a position in SPOT in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.34M in Q4 2025. 1,018 funds tracked by Wall St. Rank hold SPOT as of Q3 2026.

  • VestGen Advisors held 2,542 shares of Spotify worth $1.24M as of Q3 2026.
  • VestGen Advisors bought 99 Spotify shares in Q3 2026, an estimated $50.4K.
  • Spotify made up 0.04% of VestGen Advisors's portfolio in Q3 2026, its #384 holding.
  • VestGen Advisors first reported a position in Spotify in Q1 2025 and has held it in 7 quarters since.
  • VestGen Advisors's Spotify position peaked at $2.34M in Q4 2025.
  • 1,018 funds tracked by Wall St. Rank held Spotify as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.