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Wealthcare Advisory Partners’s Spotify SPOT Stock Holding History

Wealthcare Advisory Partners’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 		$606K Sell
1,320
-5
-0.4% -$2.38K 0.01% 657
2026
Q1 		$643K Buy
1,325
+33
+3% +$16.6K 0.01% 628
2025
Q4 		$750K Buy
1,292
+45
+4% +$28.1K 0.01% 583
2025
Q3 		$870K Sell
1,247
-21
-2% -$14.7K 0.02% 538
2025
Q2 		$973K Sell
1,268
-19
-1% -$12.2K 0.02% 491
2025
Q1 		$708K Sell
1,287
-208
-14% -$116K 0.02% 510
2024
Q4 		$669K Sell
1,495
-84
-5% -$36K 0.02% 507
2024
Q3 		$582K Buy
1,579
+55
+4% +$18.3K 0.02% 534
2024
Q2 		$478K Buy
1,524
+109
+8% +$32.8K 0.01% 548
2024
Q1 		$373K Buy
1,415
+25
+2% +$5.87K 0.01% 615
2023
Q4 		$261K Sell
1,390
-21
-1% -$3.67K 0.01% 646
2023
Q3 		$218K Buy
+1,411
New +$215K 0.01% 632
2021
Q2 		– Sell
-278
Closed -$74K – 1689
2021
Q1 		$74K Buy
+278
New +$86.7K 0.01% 760
2020
Q2 		– Sell
-163
Closed -$20K – 1202
2020
Q1 		$20K Buy
163
+98
+151% +$13.9K ﹤0.01% 736
2019
Q4 		$10K Buy
65
+25
+63% +$3.43K ﹤0.01% 950
2019
Q3 		$5K Hold
40
– – ﹤0.01% 1086
2019
Q2 		$6K Buy
40
+13
+48% +$1.79K ﹤0.01% 1028
2019
Q1 		$4K Hold
27
– – ﹤0.01% 1014
2018
Q4 		$3K Sell
27
-17
-39% -$2.38K ﹤0.01% 1038
2018
Q3 		$8K Buy
44
+17
+63% +$3.12K ﹤0.01% 912
2018
Q2 		$5K Buy
+27
New +$4.32K ﹤0.01% 990

Other funds holding SPOT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
KGAMU
KPS Global Asset Management (UK) London, United Kingdom $620M AUM 14.15% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealthcare Advisory Partners's SPOT Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Spotify (SPOT) stake by 0.38% in Q2 2026, selling an estimated $2.38K and leaving 1,320 shares worth $606K. The position accounts for 0.01% of the portfolio, ranked #657.

Wealthcare Advisory Partners first reported a position in SPOT in Q2 2018 and has held it in 21 quarters since. The position peaked at $973K in Q2 2025. 207 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Wealthcare Advisory Partners held 1,320 shares of Spotify worth $606K as of Q2 2026.
  • Wealthcare Advisory Partners sold 5 Spotify shares in Q2 2026, an estimated $2.38K.
  • Spotify made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #657 holding.
  • Wealthcare Advisory Partners first reported a position in Spotify in Q2 2018 and has held it in 21 quarters since.
  • Wealthcare Advisory Partners's Spotify position peaked at $973K in Q2 2025.
  • 207 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.