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Whipplewood Advisors’s Spotify SPOT Stock Holding History

Whipplewood 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 		$10.1K Sell
22
-46
-68% -$21.9K 0.01% 248
2026
Q1 		$33K Buy
68
+55
+423% +$27.6K 0.02% 316
2025
Q4 		$7.55K Buy
+13
New +$8.13K ﹤0.01% 287
2025
Q3 		– Sell
-518
Closed -$397K – 1034
2025
Q2 		$397K Sell
518
-59
-10% -$37.9K 0.22% 107
2025
Q1 		$271K Buy
577
+279
+94% +$156K 0.16% 132
2024
Q4 		$133K Buy
+298
New +$128K 0.08% 202

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

Whipplewood Advisors's SPOT Position: Q2 2026 in Review

Whipplewood Advisors reduced its Spotify (SPOT) stake by 68% in Q2 2026, selling an estimated $21.9K and leaving 22 shares worth $10.1K. The position accounts for 0.01% of the portfolio, ranked #248.

Whipplewood Advisors first reported a position in SPOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $397K in Q2 2025. 1,249 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Whipplewood Advisors held 22 shares of Spotify worth $10.1K as of Q2 2026.
  • Whipplewood Advisors sold 46 Spotify shares in Q2 2026, an estimated $21.9K.
  • Spotify made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #248 holding.
  • Whipplewood Advisors first reported a position in Spotify in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Spotify position peaked at $397K in Q2 2025.
  • 1,249 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.