WAG
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Wilkerson Advisory Group’s Spotify SPOT Stock Holding History

Wilkerson Advisory Group’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 		$13.8K Sell
30
-11
-27% -$5.24K ﹤0.01% 381
2026
Q1 		$19.9K Sell
41
-714
-95% -$358K 0.01% 304
2025
Q4 		$438K Buy
+755
New +$472K 0.15% 69

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

Wilkerson Advisory Group's SPOT Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its Spotify (SPOT) stake by 27% in Q2 2026, selling an estimated $5.24K and leaving 30 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Wilkerson Advisory Group first reported a position in SPOT in Q4 2025 and has held it in 3 quarters since. The position peaked at $438K in Q4 2025. 1,248 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Wilkerson Advisory Group held 30 shares of Spotify worth $13.8K as of Q2 2026.
  • Wilkerson Advisory Group sold 11 Spotify shares in Q2 2026, an estimated $5.24K.
  • Spotify made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #381 holding.
  • Wilkerson Advisory Group first reported a position in Spotify in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Spotify position peaked at $438K in Q4 2025.
  • 1,248 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.