WCA
SPOT icon

Westover Capital Advisors’s Spotify SPOT Stock Holding History

Westover Capital 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 		– Sell
-550
Closed -$267K – 254
2026
Q1 		$267K Sell
550
-10
-2% -$5.02K 0.05% 208
2025
Q4 		$325K Hold
560
– – 0.06% 188
2025
Q3 		$391K Hold
560
– – 0.07% 169
2025
Q2 		$430K Buy
560
+10
+2% +$6.42K 0.09% 159
2025
Q1 		$303K Hold
550
– – 0.07% 192
2024
Q4 		$246K Hold
550
– – 0.05% 206
2024
Q3 		$203K Buy
+550
New +$183K 0.04% 242

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

Westover Capital Advisors's SPOT Position: Q2 2026 in Review

Westover Capital Advisors sold out of Spotify (SPOT) in Q2 2026, closing a stake of 550 shares — an estimated $267K sold.

Westover Capital Advisors first reported a position in SPOT in Q3 2024 and held it in 7 quarters. The position peaked at $430K in Q2 2025. 1,249 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Westover Capital Advisors reported no remaining Spotify position as of Q2 2026 after selling out during the quarter.
  • Westover Capital Advisors sold 550 Spotify shares in Q2 2026, an estimated $267K.
  • Westover Capital Advisors first reported a position in Spotify in Q3 2024 and held it in 7 quarters.
  • Westover Capital Advisors's Spotify position peaked at $430K in Q2 2025.
  • 1,249 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.