Berger Financial Group’s Spotify SPOT Stock Holding History

Berger Financial Group’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	-324	Closed	-$226K	–	486
2025 Q3	$226K	Sell	324 -3	-0.9%	-$2.1K	0.01%	405
2025 Q2	$251K	Buy	+327	New	+$210K	0.02%	366

Other funds holding SPOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Berger Financial Group's SPOT Position: Q4 2025 in Review

Berger Financial Group sold out of Spotify (SPOT) in Q4 2025, closing a stake of 324 shares — an estimated $226K sold.

Berger Financial Group first reported a position in SPOT in Q2 2025 and held it in 2 quarters. The position peaked at $251K in Q2 2025. 1,322 funds tracked by Wall St. Rank hold SPOT as of Q4 2025.

Berger Financial Group reported no remaining Spotify position as of Q4 2025 after selling out during the quarter.
Berger Financial Group sold 324 Spotify shares in Q4 2025, an estimated $226K.
Berger Financial Group first reported a position in Spotify in Q2 2025 and held it in 2 quarters.
Berger Financial Group's Spotify position peaked at $251K in Q2 2025.
1,322 funds tracked by Wall St. Rank held Spotify as of Q4 2025.

Based on Berger Financial Group's 13F filing for Q4 2025, filed 27 Jan 2026.