CIA
SPOT icon

Concurrent Investment Advisors’s Spotify SPOT Stock Holding History

Concurrent Investment Advisors’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 		$2.88M Buy
5,949
+3,251
+120% +$1.63M 0.03% 496
2025
Q4 		$1.57M Buy
2,698
+1,785
+196% +$1.12M 0.02% 653
2025
Q3 		$638K Sell
913
-4,714
-84% -$3.3M 0.01% 814
2025
Q2 		$4.32M Buy
5,627
+4,287
+320% +$2.75M 0.08% 251
2025
Q1 		$737K Buy
1,340
+59
+5% +$33K 0.02% 629
2024
Q4 		$573K Sell
1,281
-257
-17% -$110K 0.02% 636
2024
Q3 		$567K Buy
1,538
+71
+5% +$23.6K 0.02% 590
2024
Q2 		$460K Buy
+1,467
New +$442K 0.02% 612

Other funds holding SPOT

BlackRock
BlackRock New York $5.72T 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

Concurrent Investment Advisors's SPOT Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Spotify (SPOT) stake by 120% in Q1 2026, buying an estimated $1.63M and bringing the position to 5,949 shares worth $2.88M. The position accounts for 0.03% of the portfolio, ranked #496.

Concurrent Investment Advisors first reported a position in SPOT in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.32M in Q2 2025. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Concurrent Investment Advisors held 5,949 shares of Spotify worth $2.88M as of Q1 2026.
  • Concurrent Investment Advisors bought 3,251 Spotify shares in Q1 2026, an estimated $1.63M.
  • Spotify made up 0.03% of Concurrent Investment Advisors's portfolio in Q1 2026, its #496 holding.
  • Concurrent Investment Advisors first reported a position in Spotify in Q2 2024 and has held it in 8 quarters since.
  • Concurrent Investment Advisors's Spotify position peaked at $4.32M in Q2 2025.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.