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 Q3	$498K	Buy	1,022 +451	+79%	+$230K	0.04%	316
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 New York $6.79T AUM 37.06% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Wealth Alliance's SPOT Position: Q3 2026 in Review

Wealth Alliance increased its Spotify (SPOT) stake by 79% in Q3 2026, buying an estimated $230K and bringing the position to 1,022 shares worth $498K. The position accounts for 0.04% of the portfolio, ranked #316.

Wealth Alliance first reported a position in SPOT in Q2 2020 and has held it in 10 quarters since. The position peaked at $506K in Q2 2025. 1,018 funds tracked by Wall St. Rank hold SPOT as of Q3 2026.

Wealth Alliance held 1,022 shares of Spotify worth $498K as of Q3 2026.
Wealth Alliance bought 451 Spotify shares in Q3 2026, an estimated $230K.
Spotify made up 0.04% of Wealth Alliance's portfolio in Q3 2026, its #316 holding.
Wealth Alliance first reported a position in Spotify in Q2 2020 and has held it in 10 quarters since.
Wealth Alliance's Spotify position peaked at $506K in Q2 2025.
1,018 funds tracked by Wall St. Rank held Spotify as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.