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Beacon Financial Advisory’s Spotify SPOT Stock Holding History

Beacon Financial Advisory’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
2025
Q4 		– Sell
-510
Closed -$356K – 399
2025
Q3 		$356K Buy
510
+1
+0.2% +$699 0.08% 261
2025
Q2 		$391K Buy
509
+107
+27% +$68.7K 0.1% 231
2025
Q1 		$221K Buy
+402
New +$225K 0.07% 306

Other funds holding SPOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Beacon Financial Advisory's SPOT Position: Q4 2025 in Review

Beacon Financial Advisory sold out of Spotify (SPOT) in Q4 2025, closing a stake of 510 shares — an estimated $356K sold.

Beacon Financial Advisory first reported a position in SPOT in Q1 2025 and held it in 3 quarters. The position peaked at $391K in Q2 2025. 1,322 funds tracked by Wall St. Rank hold SPOT as of Q4 2025.

  • Beacon Financial Advisory reported no remaining Spotify position as of Q4 2025 after selling out during the quarter.
  • Beacon Financial Advisory sold 510 Spotify shares in Q4 2025, an estimated $356K.
  • Beacon Financial Advisory first reported a position in Spotify in Q1 2025 and held it in 3 quarters.
  • Beacon Financial Advisory's Spotify position peaked at $391K in Q2 2025.
  • 1,322 funds tracked by Wall St. Rank held Spotify as of Q4 2025.

Based on Beacon Financial Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.