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Winch Advisory Services’s Spotify SPOT Stock Holding History

Winch Advisory Services’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 		$18.8K Buy
41
+10
+32% +$4.77K ﹤0.01% 269
2026
Q1 		$15K Hold
31
– – ﹤0.01% 278
2025
Q4 		$18K Hold
31
– – ﹤0.01% 249
2025
Q3 		$21.6K Hold
31
– – ﹤0.01% 235
2025
Q2 		$23.8K Buy
31
+8
+35% +$5.13K 0.01% 222
2025
Q1 		$12.7K Hold
23
– – ﹤0.01% 264
2024
Q4 		$10.3K Buy
23
+22
+2,200% +$9.42K ﹤0.01% 290
2024
Q3 		$369 Hold
1
– – ﹤0.01% 430
2024
Q2 		$314 Hold
1
– – ﹤0.01% 424
2024
Q1 		$264 Hold
1
– – ﹤0.01% 423
2023
Q4 		$188 Hold
1
– – ﹤0.01% 421
2023
Q3 		$0 Hold
1
– – ﹤0.01% 451
2023
Q2 		$0 Hold
1
– – ﹤0.01% 441
2023
Q1 		$0 Hold
1
– – ﹤0.01% 437
2022
Q4 		$0 Hold
1
– – ﹤0.01% 430
2022
Q3 		$0 Hold
1
– – ﹤0.01% 432
2022
Q2 		$0 Hold
1
– – ﹤0.01% 474
2022
Q1 		$0 Hold
1
– – ﹤0.01% 486
2021
Q4 		$0 Hold
1
– – ﹤0.01% 502
2021
Q3 		$0 Hold
1
– – ﹤0.01% 510
2021
Q2 		$0 Hold
1
– – ﹤0.01% 503
2021
Q1 		$0 Sell
1
-8
-89% -$2.49K ﹤0.01% 468
2020
Q4 		$3K Buy
9
+8
+800% +$2.26K ﹤0.01% 351
2020
Q3 		$0 Hold
1
– – ﹤0.01% 407
2020
Q2 		$0 Buy
+1
New +$171 ﹤0.01% 400
2019
Q2 		– Sell
-4
Closed -$1K – 466
2019
Q1 		$1K Hold
4
– – ﹤0.01% 364
2018
Q4 		$0 Hold
4
– – ﹤0.01% 362
2018
Q3 		$1K Buy
+4
New +$734 ﹤0.01% 312

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

Winch Advisory Services's SPOT Position: Q2 2026 in Review

Winch Advisory Services increased its Spotify (SPOT) stake by 32% in Q2 2026, buying an estimated $4.77K and bringing the position to 41 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Winch Advisory Services first reported a position in SPOT in Q3 2018 and has held it in 28 quarters since. The position peaked at $23.8K in Q2 2025. 1,249 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Winch Advisory Services held 41 shares of Spotify worth $18.8K as of Q2 2026.
  • Winch Advisory Services bought 10 Spotify shares in Q2 2026, an estimated $4.77K.
  • Spotify made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #269 holding.
  • Winch Advisory Services first reported a position in Spotify in Q3 2018 and has held it in 28 quarters since.
  • Winch Advisory Services's Spotify position peaked at $23.8K in Q2 2025.
  • 1,249 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.