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Abundance Wealth Counselors’s Spotify SPOT Stock Holding History

Abundance Wealth Counselors’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
Q1 		– Sell
-400
Closed -$232K – 255
2025
Q4 		$232K Hold
400
– – 0.04% 154
2025
Q3 		$279K Hold
400
– – 0.05% 139
2025
Q2 		$307K Hold
400
– – 0.06% 136
2025
Q1 		$220K Buy
+400
New +$224K 0.05% 142
2021
Q2 		– Sell
-400
Closed -$107K – 301
2021
Q1 		$107K Buy
+400
New +$125K 0.03% 114

Other funds holding SPOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Abundance Wealth Counselors's SPOT Position: Q1 2026 in Review

Abundance Wealth Counselors sold out of Spotify (SPOT) in Q1 2026, closing a stake of 400 shares — an estimated $232K sold.

Abundance Wealth Counselors first reported a position in SPOT in Q1 2021 and held it in 5 quarters. The position peaked at $307K in Q2 2025. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Abundance Wealth Counselors reported no remaining Spotify position as of Q1 2026 after selling out during the quarter.
  • Abundance Wealth Counselors sold 400 Spotify shares in Q1 2026, an estimated $232K.
  • Abundance Wealth Counselors first reported a position in Spotify in Q1 2021 and held it in 5 quarters.
  • Abundance Wealth Counselors's Spotify position peaked at $307K in Q2 2025.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Abundance Wealth Counselors's 13F filing for Q1 2026, filed 23 Apr 2026.