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Waverly Advisors’s Spotify SPOT Stock Holding History

Waverly 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
Q1 		$408K Buy
841
+50
+6% +$25.1K ﹤0.01% 1173
2025
Q4 		$459K Buy
791
+341
+76% +$213K ﹤0.01% 1044
2025
Q3 		$314K Buy
450
+143
+47% +$100K ﹤0.01% 1022
2025
Q2 		$236K Buy
+307
New +$197K ﹤0.01% 1068

Other funds holding SPOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Waverly Advisors's SPOT Position: Q1 2026 in Review

Waverly Advisors increased its Spotify (SPOT) stake by 6.3% in Q1 2026, buying an estimated $25.1K and bringing the position to 841 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

Waverly Advisors first reported a position in SPOT in Q2 2025 and has held it in 4 quarters since. The position peaked at $459K in Q4 2025. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Waverly Advisors held 841 shares of Spotify worth $408K as of Q1 2026.
  • Waverly Advisors bought 50 Spotify shares in Q1 2026, an estimated $25.1K.
  • Spotify made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1173 holding.
  • Waverly Advisors first reported a position in Spotify in Q2 2025 and has held it in 4 quarters since.
  • Waverly Advisors's Spotify position peaked at $459K in Q4 2025.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.