AWM
SPOT icon

Avior Wealth Management’s Spotify SPOT Stock Holding History

Avior 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
-385
Closed -$224K – 858
2025
Q4 		$224K Sell
385
-93
-19% -$58.1K 0.01% 699
2025
Q3 		$334K Buy
478
+51
+12% +$35.7K 0.01% 564
2025
Q2 		$328K Buy
427
+49
+13% +$31.4K 0.01% 545
2025
Q1 		$208K Sell
378
-66
-15% -$36.9K 0.01% 649
2024
Q4 		$199K Buy
444
+163
+58% +$69.8K 0.01% 705
2024
Q3 		$104K Buy
281
+30
+12% +$9.97K ﹤0.01% 878
2024
Q2 		$78.8K Buy
251
+165
+192% +$49.7K ﹤0.01% 940
2024
Q1 		$22.7K Buy
+86
New +$20.2K ﹤0.01% 1547
2019
Q1 		– Sell
-60
Closed -$8.21K – 710
2018
Q4 		$6K Hold
60
– – ﹤0.01% 609
2018
Q3 		$11K Hold
60
– – ﹤0.01% 573
2018
Q2 		$10K Buy
+60
New +$9.59K ﹤0.01% 582

Other funds holding SPOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Avior Wealth Management sold out of Spotify (SPOT) in Q1 2026, closing a stake of 385 shares — an estimated $224K sold.

Avior Wealth Management first reported a position in SPOT in Q2 2018 and held it in 11 quarters. The position peaked at $334K in Q3 2025. 1,282 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Avior Wealth Management reported no remaining Spotify position as of Q1 2026 after selling out during the quarter.
  • Avior Wealth Management sold 385 Spotify shares in Q1 2026, an estimated $224K.
  • Avior Wealth Management first reported a position in Spotify in Q2 2018 and held it in 11 quarters.
  • Avior Wealth Management's Spotify position peaked at $334K in Q3 2025.
  • 1,282 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Avior Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.