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Axxcess Wealth Management’s Spotify SPOT Stock Holding History

Axxcess 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
-2,508
Closed -$1.46M – 915
2025
Q4 		$1.46M Sell
2,508
-760
-23% -$475K 0.03% 433
2025
Q3 		$2.28M Buy
3,268
+464
+17% +$324K 0.05% 287
2025
Q2 		$2.15M Sell
2,804
-605
-18% -$388K 0.05% 279
2025
Q1 		$1.88M Buy
3,409
+595
+21% +$333K 0.05% 276
2024
Q4 		$1.26M Sell
2,814
-125
-4% -$53.5K 0.03% 361
2024
Q3 		$1.08M Buy
2,939
+2,055
+232% +$683K 0.03% 378
2024
Q2 		$277K Sell
884
-17
-2% -$5.12K 0.01% 677
2024
Q1 		$238K Buy
+901
New +$212K 0.01% 751
2022
Q2 		– Sell
-4,816
Closed -$727K – 655
2022
Q1 		$727K Sell
4,816
-256
-5% -$43.7K 0.06% 281
2021
Q4 		$1.19M Buy
+5,072
New +$1.27M 0.09% 187

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 $110B AUM 4.8% 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 $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 $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Axxcess Wealth Management sold out of Spotify (SPOT) in Q1 2026, closing a stake of 2,508 shares — an estimated $1.46M sold.

Axxcess Wealth Management first reported a position in SPOT in Q4 2021 and held it in 10 quarters. The position peaked at $2.28M in Q3 2025. 1,274 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Spotify position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 2,508 Spotify shares in Q1 2026, an estimated $1.46M.
  • Axxcess Wealth Management first reported a position in Spotify in Q4 2021 and held it in 10 quarters.
  • Axxcess Wealth Management's Spotify position peaked at $2.28M in Q3 2025.
  • 1,274 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.