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Wealthspire Advisors (New York)’s Spotify SPOT Stock Holding History

Wealthspire Advisors (New York)’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 		$1.03M Buy
+2,238
New +$1.07M 0.01% 553
2026
Q1 		– Sell
-991
Closed -$576K – 1082
2025
Q4 		$576K Buy
991
+213
+27% +$133K ﹤0.01% 563
2025
Q3 		$543K Buy
778
+24
+3% +$16.8K ﹤0.01% 512
2025
Q2 		$579K Sell
754
-47
-6% -$30.2K ﹤0.01% 504
2025
Q1 		$441K Sell
801
-63
-7% -$35.2K ﹤0.01% 550
2024
Q4 		$387K Buy
+864
New +$370K ﹤0.01% 581

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s SPOT Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Spotify (SPOT) in Q2 2026: 2,238 shares worth $1.03M. The stake represents 0.01% of the portfolio and ranks #553 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in SPOT as recently as Q4 2025.

Wealthspire Advisors (New York) first reported a position in SPOT in Q4 2024 and has held it in 6 quarters since. 1,254 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Wealthspire Advisors (New York) held 2,238 shares of Spotify worth $1.03M as of Q2 2026.
  • Spotify was a new Wealthspire Advisors (New York) position in Q2 2026.
  • Spotify made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #553 holding.
  • Wealthspire Advisors (New York) first reported a position in Spotify in Q4 2024 and has held it in 6 quarters since.
  • 1,254 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.