Clifford Group’s Spotify SPOT Stock Holding History

Clifford 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
2026 Q1	–	Sell	-400	Closed	-$232K	–	85
2025 Q4	$232K	Hold	400	–	–	0.18%	72
2025 Q3	$279K	Hold	400	–	–	0.22%	64
2025 Q2	$307K	Hold	400	–	–	0.25%	59
2025 Q1	$220K	Buy	+400	New	+$224K	0.21%	69

Other funds holding SPOT

BlackRock New York $5.72T 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

Clifford Group's SPOT Position: Q1 2026 in Review

Clifford Group sold out of Spotify (SPOT) in Q1 2026, closing a stake of 400 shares — an estimated $232K sold.

Clifford Group first reported a position in SPOT in Q1 2025 and held it in 4 quarters. The position peaked at $307K in Q2 2025. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

Clifford Group reported no remaining Spotify position as of Q1 2026 after selling out during the quarter.
Clifford Group sold 400 Spotify shares in Q1 2026, an estimated $232K.
Clifford Group first reported a position in Spotify in Q1 2025 and held it in 4 quarters.
Clifford Group's Spotify position peaked at $307K in Q2 2025.
1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Clifford Group's 13F filing for Q1 2026, filed 15 May 2026.