BFS
SPOT icon

Bradley Foster & Sargent’s Spotify SPOT Stock Holding History

Bradley Foster & Sargent’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 		$1.1M Sell
2,271
-20
-0.9% -$10K 0.02% 286
2025
Q4 		$1.33M Sell
2,291
-20
-0.9% -$12.5K 0.02% 262
2025
Q3 		$1.61M Sell
2,311
-8
-0.3% -$5.59K 0.02% 246
2025
Q2 		$1.78M Sell
2,319
-815
-26% -$523K 0.03% 235
2025
Q1 		$1.72M Buy
3,134
+60
+2% +$33.5K 0.03% 214
2024
Q4 		$1.38M Sell
3,074
-190
-6% -$81.4K 0.02% 246
2024
Q3 		$1.2M Sell
3,264
-360
-10% -$120K 0.02% 260
2024
Q2 		$1.14M Sell
3,624
-48
-1% -$14.5K 0.02% 259
2024
Q1 		$969K Buy
3,672
+25
+0.7% +$5.87K 0.02% 272
2023
Q4 		$685K Buy
+3,647
New +$637K 0.01% 315
2021
Q2 		– Sell
-792
Closed -$212K – 407
2021
Q1 		$212K Sell
792
-450
-36% -$140K 0.01% 362
2020
Q4 		$391K Buy
+1,242
New +$350K 0.01% 312

Other funds holding SPOT

BlackRock
BlackRock New York $5.7T 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