WIM
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Westside Investment Management’s Spotify SPOT Stock Holding History

Westside 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 		$43.6K Sell
95
-109
-53% -$52K 0.01% 642
2026
Q1 		$99.5K Buy
204
+65
+47% +$32.6K 0.02% 414
2025
Q4 		$80.3K Buy
139
+2
+1% +$1.25K 0.01% 433
2025
Q3 		$95.8K Buy
137
+32
+30% +$22.4K 0.02% 404
2025
Q2 		$79K Buy
105
+32
+44% +$20.5K 0.01% 377
2025
Q1 		$40.2K Buy
+73
New +$40.8K 0.01% 437
2023
Q2 		– Sell
-50
Closed -$6.68K – 854
2023
Q1 		$6.68K Hold
50
– – ﹤0.01% 662
2022
Q4 		$3 Hold
50
– – ﹤0.01% 750
2022
Q3 		$4 Hold
50
– – ﹤0.01% 715
2022
Q2 		$4 Hold
50
– – ﹤0.01% 716
2022
Q1 		$7 Sell
50
-50
-50% -$8.53K ﹤0.01% 652
2021
Q4 		$23 Hold
100
– – ﹤0.01% 484
2021
Q3 		$22 Hold
100
– – ﹤0.01% 478
2021
Q2 		$27 Hold
100
– – ﹤0.01% 443
2021
Q1 		$26 Buy
100
+50
+100% +$15.6K ﹤0.01% 434
2020
Q4 		$15 Hold
50
– – ﹤0.01% 464
2020
Q3 		$12 Hold
50
– – ﹤0.01% 483
2020
Q2 		$12 Hold
50
– – ﹤0.01% 467
2020
Q1 		$6 Buy
+50
New +$7.08K ﹤0.01% 522
2019
Q2 		$7K Buy
+50
New +$6.88K ﹤0.01% 518
2018
Q4 		$5.67K Hold
50
– – ﹤0.01% 544
2018
Q3 		$9.02K Hold
50
– – ﹤0.01% 514
2018
Q2 		$8.54K Buy
+50
New +$8K ﹤0.01% 596

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

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

Westside Investment Management reduced its Spotify (SPOT) stake by 53% in Q2 2026, selling an estimated $52K and leaving 95 shares worth $43.6K. The position accounts for 0.01% of the portfolio, ranked #642.

Westside Investment Management first reported a position in SPOT in Q2 2018 and has held it in 23 quarters since. The position peaked at $99.5K in Q1 2026. 1,249 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Westside Investment Management held 95 shares of Spotify worth $43.6K as of Q2 2026.
  • Westside Investment Management sold 109 Spotify shares in Q2 2026, an estimated $52K.
  • Spotify made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #642 holding.
  • Westside Investment Management first reported a position in Spotify in Q2 2018 and has held it in 23 quarters since.
  • Westside Investment Management's Spotify position peaked at $99.5K in Q1 2026.
  • 1,249 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.