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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
Q2 		$375K Sell
816
-25
-3% -$11.9K ﹤0.01% 1304
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 $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
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
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Waverly Advisors's SPOT Position: Q2 2026 in Review

Waverly Advisors reduced its Spotify (SPOT) stake by 3% in Q2 2026, selling an estimated $11.9K and leaving 816 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #1304.

Waverly Advisors first reported a position in SPOT in Q2 2025 and has held it in 5 quarters since. The position peaked at $459K in Q4 2025. 1,254 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Waverly Advisors held 816 shares of Spotify worth $375K as of Q2 2026.
  • Waverly Advisors sold 25 Spotify shares in Q2 2026, an estimated $11.9K.
  • Spotify made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1304 holding.
  • Waverly Advisors first reported a position in Spotify in Q2 2025 and has held it in 5 quarters since.
  • Waverly Advisors's Spotify position peaked at $459K in Q4 2025.
  • 1,254 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.