Waterway Wealth Management’s Spotify SPOT Stock Holding History

Waterway Wealth Management’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	$1.65M	Buy	+3,595	New	+$1.71M	0.34%	36

Other funds holding SPOT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

KGAMU

KPS Global Asset Management (UK) London, United Kingdom $620M AUM 14.15% 1-Year Est. Return

AAM

AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Waterway Wealth Management's SPOT Position: Q2 2026 in Review

Waterway Wealth Management opened a new position in Spotify (SPOT) in Q2 2026: 3,595 shares worth $1.65M. The stake represents 0.34% of the portfolio and ranks #36 among its holdings.

204 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

Waterway Wealth Management held 3,595 shares of Spotify worth $1.65M as of Q2 2026.
Spotify was a new Waterway Wealth Management position in Q2 2026.
Spotify made up 0.34% of Waterway Wealth Management's portfolio in Q2 2026, its #36 holding.
204 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Waterway Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.