WealthPlan Investment Management’s Spotify SPOT Stock Holding History

WealthPlan Investment Management’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	$327K	Buy	713 +95	+15%	+$45.3K	0.02%	382
2026 Q1	$300K	Buy	618 +152	+33%	+$76.3K	0.02%	390
2025 Q4	$271K	Sell	466 -47	-9%	-$29.4K	0.02%	325
2025 Q3	$358K	Buy	513 +28	+6%	+$19.6K	0.02%	254
2025 Q2	$372K	Hold	485	–	–	0.03%	268
2025 Q1	$267K	Hold	485	–	–	0.03%	233
2024 Q4	$217K	Buy	+485	New	+$208K	0.02%	250
2023 Q3	–	Sell	-445	Closed	-$71.4K	–	327
2023 Q2	$71.4K	Sell	445 -197	-31%	-$28.5K	0.02%	176
2023 Q1	$85.8K	Sell	642 -1,716	-73%	-$196K	0.01%	209
2022 Q4	$288K	Sell	2,358 -21,521	-90%	-$1.74M	0.02%	320
2022 Q3	$1.81M	Buy	+23,879	New	+$2.56M	0.13%	118
2022 Q1	$2.82M	Buy	+27,749	New	+$4.74M	0.2%	104

Other funds holding SPOT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

CFM

Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

WealthPlan Investment Management's SPOT Position: Q2 2026 in Review

WealthPlan Investment Management increased its Spotify (SPOT) stake by 15% in Q2 2026, buying an estimated $45.3K and bringing the position to 713 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #382.

WealthPlan Investment Management first reported a position in SPOT in Q1 2022 and has held it in 12 quarters since. The position peaked at $2.82M in Q1 2022. 336 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

WealthPlan Investment Management held 713 shares of Spotify worth $327K as of Q2 2026.
WealthPlan Investment Management bought 95 Spotify shares in Q2 2026, an estimated $45.3K.
Spotify made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #382 holding.
WealthPlan Investment Management first reported a position in Spotify in Q1 2022 and has held it in 12 quarters since.
WealthPlan Investment Management's Spotify position peaked at $2.82M in Q1 2022.
336 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.