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Baldwin Wealth Partners’s Spotify SPOT Stock Holding History

Baldwin Wealth Partners’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
-570
Closed -$331K – 250
2025
Q4 		$331K Sell
570
-16
-3% -$10K 0.02% 189
2025
Q3 		$409K Hold
586
– – 0.03% 164
2025
Q2 		$450K Sell
586
-317
-35% -$203K 0.03% 149
2025
Q1 		$497K Sell
903
-495
-35% -$277K 0.03% 144
2024
Q4 		$625K Sell
1,398
-1,817
-57% -$778K 0.04% 130
2024
Q3 		$1.18M Buy
3,215
+2,961
+1,166% +$984K 0.08% 117
2024
Q2 		$79.7K Sell
254
-42
-14% -$12.6K 0.01% 290
2024
Q1 		$78.1K Sell
296
-37
-11% -$8.69K 0.01% 302
2023
Q4 		$62.6K Hold
333
– – ﹤0.01% 350
2023
Q3 		$51.5K Hold
333
– – ﹤0.01% 392
2023
Q2 		$53.5K Hold
333
– – ﹤0.01% 406
2023
Q1 		$44.5K Hold
333
– – ﹤0.01% 433
2022
Q4 		$26.3K Buy
333
+50
+18% +$4.03K ﹤0.01% 509
2022
Q3 		$24K Hold
283
– – ﹤0.01% 431
2022
Q2 		$27K Hold
283
– – ﹤0.01% 443
2022
Q1 		$43K Buy
283
+83
+42% +$14.2K ﹤0.01% 392
2021
Q4 		$47K Hold
200
– – ﹤0.01% 355
2021
Q3 		$45K Hold
200
– – 0.01% 360
2021
Q2 		$55K Hold
200
– – 0.01% 345
2021
Q1 		$54K Hold
200
– – 0.01% 335
2020
Q4 		$63K Hold
200
– – 0.01% 297
2020
Q3 		$49K Hold
200
– – 0.01% 302
2020
Q2 		$52K Hold
200
– – 0.01% 289
2020
Q1 		$24K Buy
200
+100
+100% +$14.2K ﹤0.01% 361
2019
Q4 		$15K Buy
+100
New +$13.7K ﹤0.01% 431

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

Baldwin Wealth Partners's SPOT Position: Q1 2026 in Review

Baldwin Wealth Partners sold out of Spotify (SPOT) in Q1 2026, closing a stake of 570 shares — an estimated $331K sold.

Baldwin Wealth Partners first reported a position in SPOT in Q4 2019 and held it in 25 quarters. The position peaked at $1.18M in Q3 2024. 1,274 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Baldwin Wealth Partners reported no remaining Spotify position as of Q1 2026 after selling out during the quarter.
  • Baldwin Wealth Partners sold 570 Spotify shares in Q1 2026, an estimated $331K.
  • Baldwin Wealth Partners first reported a position in Spotify in Q4 2019 and held it in 25 quarters.
  • Baldwin Wealth Partners's Spotify position peaked at $1.18M in Q3 2024.
  • 1,274 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Baldwin Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.