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BSW Wealth Partners’s Spotify SPOT Stock Holding History

BSW 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
-372
Closed -$216K – 338
2025
Q4 		$216K Sell
372
-168
-31% -$105K 0.03% 301
2025
Q3 		$377K Buy
540
+224
+71% +$157K 0.05% 214
2025
Q2 		$242K Buy
+316
New +$203K 0.03% 279

Other funds holding SPOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

BSW Wealth Partners sold out of Spotify (SPOT) in Q1 2026, closing a stake of 372 shares — an estimated $216K sold.

BSW Wealth Partners first reported a position in SPOT in Q2 2025 and held it in 3 quarters. The position peaked at $377K in Q3 2025. 1,282 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • BSW Wealth Partners reported no remaining Spotify position as of Q1 2026 after selling out during the quarter.
  • BSW Wealth Partners sold 372 Spotify shares in Q1 2026, an estimated $216K.
  • BSW Wealth Partners first reported a position in Spotify in Q2 2025 and held it in 3 quarters.
  • BSW Wealth Partners's Spotify position peaked at $377K in Q3 2025.
  • 1,282 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

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