WT Wealth Management’s Spotify SPOT Stock Holding History

WT Wealth 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	$2.07M	Buy	4,506 +430	+11%	+$205K	0.57%	58
2026 Q1	$1.98M	Buy	4,076 +622	+18%	+$312K	0.59%	47
2025 Q4	$2.01M	Sell	3,454 -145	-4%	-$90.6K	0.58%	47
2025 Q3	$2.51M	Buy	3,599 +453	+14%	+$317K	0.72%	42
2025 Q2	$2.41M	Sell	3,146 -140	-4%	-$89.9K	0.72%	43
2025 Q1	$1.81M	Sell	3,286 -1,679	-34%	-$938K	0.59%	47
2024 Q4	$2.22M	Buy	4,965 +135	+3%	+$57.8K	0.7%	47
2024 Q3	$1.83M	Buy	+4,830	New	+$1.61M	0.58%	55
2021 Q1	–	Sell	-871	Closed	-$274K	–	129
2020 Q4	$274K	Buy	+871	New	+$246K	0.15%	103

Other funds holding SPOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

WT Wealth Management's SPOT Position: Q2 2026 in Review

WT Wealth Management increased its Spotify (SPOT) stake by 11% in Q2 2026, buying an estimated $205K and bringing the position to 4,506 shares worth $2.07M. The position accounts for 0.57% of the portfolio, ranked #58.

WT Wealth Management first reported a position in SPOT in Q4 2020 and has held it in 9 quarters since. The position peaked at $2.51M in Q3 2025. 1,252 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

WT Wealth Management held 4,506 shares of Spotify worth $2.07M as of Q2 2026.
WT Wealth Management bought 430 Spotify shares in Q2 2026, an estimated $205K.
Spotify made up 0.57% of WT Wealth Management's portfolio in Q2 2026, its #58 holding.
WT Wealth Management first reported a position in Spotify in Q4 2020 and has held it in 9 quarters since.
WT Wealth Management's Spotify position peaked at $2.51M in Q3 2025.
1,252 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on WT Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.