Wealth Enhancement Advisory Services
SPOT icon

Wealth Enhancement Advisory Services’s Spotify SPOT Stock Holding History

Wealth Enhancement Advisory Services’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 		$9.47M Buy
19,737
+578
+3% +$276K 0.02% 692
2026
Q1 		$9.37M Buy
19,159
+7,787
+68% +$3.91M 0.02% 610
2025
Q4 		$6.5M Buy
11,372
+529
+5% +$331K 0.01% 892
2025
Q3 		$7.38M Buy
10,843
+2,751
+34% +$1.92M 0.01% 769
2025
Q2 		$5.87M Sell
8,092
-17,349
-68% -$11.1M 0.01% 835
2025
Q1 		$14M Buy
25,441
+17,932
+239% +$10M 0.03% 499
2024
Q4 		$3.36M Sell
7,509
-9,531
-56% -$4.08M 0.01% 944
2024
Q3 		$6.28M Buy
17,040
+12,357
+264% +$4.11M 0.01% 659
2024
Q2 		$1.47M Buy
4,683
+372
+9% +$112K ﹤0.01% 1114
2024
Q1 		$1.14M Buy
4,311
+2,635
+157% +$619K ﹤0.01% 1183
2023
Q4 		$315K Buy
1,676
+306
+22% +$53.4K ﹤0.01% 1781
2023
Q3 		$212K Buy
+1,370
New +$209K ﹤0.01% 1970

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 Enhancement Advisory Services's SPOT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Spotify (SPOT) stake by 3% in Q2 2026, buying an estimated $276K and bringing the position to 19,737 shares worth $9.47M. The position accounts for 0.02% of the portfolio, ranked #692.

Wealth Enhancement Advisory Services first reported a position in SPOT in Q3 2023 and has held it in 12 quarters since. The position peaked at $14M in Q1 2025. 1,252 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 19,737 shares of Spotify worth $9.47M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 578 Spotify shares in Q2 2026, an estimated $276K.
  • Spotify made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #692 holding.
  • Wealth Enhancement Advisory Services first reported a position in Spotify in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Spotify position peaked at $14M in Q1 2025.
  • 1,252 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.