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Clark Wealth Partners’s Spotify SPOT Stock Holding History

Clark 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
2025
Q3 		– Sell
-3
Closed -$2.3K – 636
2025
Q2 		$2.3K Hold
3
– – ﹤0.01% 362
2025
Q1 		$1.65K Hold
3
– – ﹤0.01% 397
2024
Q4 		$1.34K Buy
+3
New +$1.28K ﹤0.01% 419

Other funds holding SPOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clark Wealth Partners's SPOT Position: Q3 2025 in Review

Clark Wealth Partners sold out of Spotify (SPOT) in Q3 2025, closing a stake of 3 shares — an estimated $2.3K sold.

Clark Wealth Partners first reported a position in SPOT in Q4 2024 and held it in 3 quarters. The position peaked at $2.3K in Q2 2025. 1,349 funds tracked by Wall St. Rank hold SPOT as of Q3 2025.

  • Clark Wealth Partners reported no remaining Spotify position as of Q3 2025 after selling out during the quarter.
  • Clark Wealth Partners sold 3 Spotify shares in Q3 2025, an estimated $2.3K.
  • Clark Wealth Partners first reported a position in Spotify in Q4 2024 and held it in 3 quarters.
  • Clark Wealth Partners's Spotify position peaked at $2.3K in Q2 2025.
  • 1,349 funds tracked by Wall St. Rank held Spotify as of Q3 2025.

Based on Clark Wealth Partners's 13F filing for Q3 2025, filed 4 Feb 2026.