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Wealth Alliance’s Spotify SPOT Stock Holding History

Wealth Alliance’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 		$262K Sell
571
-341
-37% -$163K 0.02% 489
2026
Q1 		$442K Buy
+912
New +$458K 0.04% 320
2025
Q3 		– Sell
-660
Closed -$506K – 590
2025
Q2 		$506K Sell
660
-99
-13% -$63.5K 0.06% 286
2025
Q1 		$417K Sell
759
-33
-4% -$18.4K 0.05% 318
2024
Q4 		$354K Buy
+792
New +$339K 0.04% 330
2021
Q2 		– Sell
-1,069
Closed -$286K – 429
2021
Q1 		$286K Sell
1,069
-252
-19% -$78.6K 0.08% 304
2020
Q4 		$416K Buy
1,321
+176
+15% +$49.7K 0.12% 202
2020
Q3 		$278K Buy
1,145
+117
+11% +$30.2K 0.1% 251
2020
Q2 		$265K Buy
+1,028
New +$176K 0.1% 242

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 $3.37T AUM 44.26% 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

Wealth Alliance's SPOT Position: Q2 2026 in Review

Wealth Alliance reduced its Spotify (SPOT) stake by 37% in Q2 2026, selling an estimated $163K and leaving 571 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #489.

Wealth Alliance first reported a position in SPOT in Q2 2020 and has held it in 9 quarters since. The position peaked at $506K in Q2 2025. 1,253 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Wealth Alliance held 571 shares of Spotify worth $262K as of Q2 2026.
  • Wealth Alliance sold 341 Spotify shares in Q2 2026, an estimated $163K.
  • Spotify made up 0.02% of Wealth Alliance's portfolio in Q2 2026, its #489 holding.
  • Wealth Alliance first reported a position in Spotify in Q2 2020 and has held it in 9 quarters since.
  • Wealth Alliance's Spotify position peaked at $506K in Q2 2025.
  • 1,253 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.