Zullo Investment Group’s Spotify SPOT Stock Holding History

Zullo Investment 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	$572K	Sell	1,245 -9	-0.7%	-$4.29K	0.2%	86
2026 Q1	$608K	Buy	1,254 +55	+5%	+$27.6K	0.23%	81
2025 Q4	$696K	Sell	1,199 -1	-0.1%	-$625	0.25%	71
2025 Q3	$838K	Hold	1,200	–	–	0.31%	65
2025 Q2	$921K	Buy	1,200 +20	+2%	+$12.8K	0.37%	59
2025 Q1	$649K	Buy	1,180 +25	+2%	+$14K	0.28%	74
2024 Q4	$517K	Hold	1,155	–	–	0.21%	84
2024 Q3	$426K	Hold	1,155	–	–	0.18%	95
2024 Q2	$362K	Hold	1,155	–	–	0.16%	106
2024 Q1	$305K	Hold	1,155	–	–	0.14%	115
2023 Q4	$217K	Buy	+1,155	New	+$202K	0.11%	137
2023 Q1	–	Sell	-960	Closed	-$75.8K	–	629
2022 Q4	$75.8K	Hold	960	–	–	0.05%	226
2022 Q3	$83K	Buy	960 +70	+8%	+$7.49K	0.05%	216
2022 Q2	$84K	Sell	890 -140	-14%	-$15.8K	0.05%	222
2022 Q1	$156K	Buy	1,030 +780	+312%	+$133K	0.08%	183
2021 Q4	$59K	Buy	+250	New	+$62.5K	0.03%	288

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

Zullo Investment Group's SPOT Position: Q2 2026 in Review

Zullo Investment Group reduced its Spotify (SPOT) stake by 0.72% in Q2 2026, selling an estimated $4.29K and leaving 1,245 shares worth $572K. The position accounts for 0.2% of the portfolio, ranked #86.

Zullo Investment Group first reported a position in SPOT in Q4 2021 and has held it in 16 quarters since. The position peaked at $921K in Q2 2025. 1,249 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

Zullo Investment Group held 1,245 shares of Spotify worth $572K as of Q2 2026.
Zullo Investment Group sold 9 Spotify shares in Q2 2026, an estimated $4.29K.
Spotify made up 0.2% of Zullo Investment Group's portfolio in Q2 2026, its #86 holding.
Zullo Investment Group first reported a position in Spotify in Q4 2021 and has held it in 16 quarters since.
Zullo Investment Group's Spotify position peaked at $921K in Q2 2025.
1,249 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.