Athena Wealth Management’s Spotify SPOT Stock Holding History

Athena 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 Q1	–	Sell	-386	Closed	-$224K	–	117
2025 Q4	$224K	Buy	+386	New	+$241K	0.22%	95

Other funds holding SPOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Athena Wealth Management's SPOT Position: Q1 2026 in Review

Athena Wealth Management sold out of Spotify (SPOT) in Q1 2026, closing a stake of 386 shares — an estimated $224K sold.

Athena Wealth Management first reported a position in SPOT in Q4 2025 and held it in 1 quarter. The position peaked at $224K in Q4 2025. 1,274 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

Athena Wealth Management reported no remaining Spotify position as of Q1 2026 after selling out during the quarter.
Athena Wealth Management sold 386 Spotify shares in Q1 2026, an estimated $224K.
Athena Wealth Management first reported a position in Spotify in Q4 2025 and held it in 1 quarter.
Athena Wealth Management's Spotify position peaked at $224K in Q4 2025.
1,274 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Athena Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.