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Cerity Partners’s
Spotify
SPOT
Stock Holding History
Cerity 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
$18.4M
Buy
37,912
+4,555
+14%
+$2.29M
0.03%
470
2025
Q4
$19.4M
Sell
33,357
-142
-0.4%
-$88.8K
0.03%
426
2025
Q3
$23.4M
Sell
33,499
-4,022
-11%
-$2.81M
0.04%
351
2025
Q2
$28.8M
Buy
37,521
+1,277
+4%
+$820K
0.05%
291
2025
Q1
$19.9M
Buy
36,244
+4,335
+14%
+$2.42M
0.04%
335
2024
Q4
$14M
Sell
31,909
-1,412
-4%
-$605K
0.03%
397
2024
Q3
$12.3M
Buy
33,321
+3,524
+12%
+$1.17M
0.03%
436
2024
Q2
$9.35M
Sell
29,797
-1,373
-4%
-$413K
0.03%
440
2024
Q1
$8.77M
Buy
31,170
+3,529
+13%
+$829K
0.02%
490
2023
Q4
$5.19M
Sell
27,641
-2,115
-7%
-$369K
0.02%
532
2023
Q3
$4.6M
Buy
29,756
+5,895
+25%
+$898K
0.02%
430
2023
Q2
$3.83M
Buy
23,861
+72
+0.3%
+$10.4K
0.02%
561
2023
Q1
$3.18M
Buy
+23,789
New
+$2.72M
0.01%
587
2021
Q2
–
Sell
-770
Closed
-$206K
–
734
2021
Q1
$206K
Buy
+770
New
+$240K
﹤0.01%
656
2019
Q2
–
Sell
-1,442
Closed
-$200K
–
575
2019
Q1
$200K
Buy
+1,442
New
+$197K
0.01%
508
Other funds holding SPOT
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New York
$5.7T AUM
30.48%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Baillie Gifford & Co
Edinburgh, United Kingdom
$97.9B AUM
20.73%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Jennison Associates
New York
$145B AUM
34.61%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
WCM Investment Management
Laguna Beach, California
$43.8B AUM
42.28%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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