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AXS Investments’s Spotify SPOT Stock Holding History

AXS Investments’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 		$1.8M Sell
3,716
-348
-9% -$175K 0.73% 37
2025
Q4 		$2.36M Buy
4,064
+444
+12% +$278K 0.81% 28
2025
Q3 		$2.53M Buy
3,620
+85
+2% +$59.4K 0.8% 30
2025
Q2 		$2.71M Buy
3,535
+232
+7% +$149K 1.11% 21
2025
Q1 		$1.82M Sell
3,303
-99
-3% -$55.3K 0.5% 53
2024
Q4 		$1.52M Buy
3,402
+179
+6% +$76.7K 0.42% 75
2024
Q3 		$1.19M Sell
3,223
-475
-13% -$158K 0.32% 169
2024
Q2 		$1.16M Buy
3,698
+1,198
+48% +$361K 0.32% 141
2024
Q1 		$660K Buy
+2,500
New +$587K 0.16% 198
2021
Q2 		– Sell
-6,641
Closed -$1.78M – 176
2021
Q1 		$1.78M Buy
+6,641
New +$2.07M 0.63% 48

Other funds holding SPOT

BlackRock
BlackRock New York $5.7T 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