Birch Financial Group’s Spotify SPOT Stock Holding History

Birch 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	-310	Closed	-$216K	–	146
2025 Q3	$216K	Buy	310 +2	+0.6%	+$1.4K	0.13%	120
2025 Q2	$237K	Buy	+308	New	+$198K	0.19%	98

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

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

Birch Financial Group sold out of Spotify (SPOT) in Q4 2025, closing a stake of 310 shares — an estimated $216K sold.

Birch Financial Group first reported a position in SPOT in Q2 2025 and held it in 2 quarters. The position peaked at $237K in Q2 2025. 1,322 funds tracked by Wall St. Rank hold SPOT as of Q4 2025.

Birch Financial Group reported no remaining Spotify position as of Q4 2025 after selling out during the quarter.
Birch Financial Group sold 310 Spotify shares in Q4 2025, an estimated $216K.
Birch Financial Group first reported a position in Spotify in Q2 2025 and held it in 2 quarters.
Birch Financial Group's Spotify position peaked at $237K in Q2 2025.
1,322 funds tracked by Wall St. Rank held Spotify as of Q4 2025.

Based on Birch Financial Group's 13F filing for Q4 2025, filed 15 Jan 2026.