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AssuredPartners Investment Advisors’s Spotify SPOT Stock Holding History

AssuredPartners Investment Advisors’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 		$219K Sell
452
-8
-2% -$4.01K 0.02% 371
2025
Q4 		$267K Buy
+460
New +$288K 0.04% 293

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

AssuredPartners Investment Advisors's SPOT Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its Spotify (SPOT) stake by 1.7% in Q1 2026, selling an estimated $4.01K and leaving 452 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #371.

AssuredPartners Investment Advisors first reported a position in SPOT in Q4 2025 and has held it in 2 quarters since. The position peaked at $267K in Q4 2025. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • AssuredPartners Investment Advisors held 452 shares of Spotify worth $219K as of Q1 2026.
  • AssuredPartners Investment Advisors sold 8 Spotify shares in Q1 2026, an estimated $4.01K.
  • Spotify made up 0.02% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #371 holding.
  • AssuredPartners Investment Advisors first reported a position in Spotify in Q4 2025 and has held it in 2 quarters since.
  • AssuredPartners Investment Advisors's Spotify position peaked at $267K in Q4 2025.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.