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Wellspring Financial Advisors’s Spotify SPOT Stock Holding History

Wellspring Financial Advisors’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 		$676K Hold
1,473
– – 0.04% 139
2026
Q1 		$714K Buy
1,473
+687
+87% +$345K 0.05% 129
2025
Q4 		$456K Buy
+786
New +$491K 0.04% 150

Other funds holding SPOT

Swedbank
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
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
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
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Wellspring Financial Advisors's SPOT Position: Q2 2026 in Review

Wellspring Financial Advisors held its Spotify (SPOT) position steady in Q2 2026 at 1,473 shares worth $676K. The position accounts for 0.04% of the portfolio, ranked #139.

Wellspring Financial Advisors first reported a position in SPOT in Q4 2025 and has held it in 3 quarters since. The position peaked at $714K in Q1 2026. 275 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Wellspring Financial Advisors held 1,473 shares of Spotify worth $676K as of Q2 2026.
  • Wellspring Financial Advisors left its Spotify share count unchanged in Q2 2026.
  • Spotify made up 0.04% of Wellspring Financial Advisors's portfolio in Q2 2026, its #139 holding.
  • Wellspring Financial Advisors first reported a position in Spotify in Q4 2025 and has held it in 3 quarters since.
  • Wellspring Financial Advisors's Spotify position peaked at $714K in Q1 2026.
  • 275 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.