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Congress Wealth Management’s Spotify SPOT Stock Holding History

Congress Wealth Management’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
Q2 		$1.29M Buy
1,678
+449
+37% +$288K 0.01% 646
2025
Q1 		$676K Buy
1,229
+237
+24% +$132K 0.01% 730
2024
Q4 		$444K Buy
992
+335
+51% +$143K 0.01% 664
2024
Q3 		$242K Buy
+657
New +$218K ﹤0.01% 782

Other funds holding SPOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Congress Wealth Management's SPOT Position: Q2 2025 in Review

Congress Wealth Management increased its Spotify (SPOT) stake by 37% in Q2 2025, buying an estimated $288K and bringing the position to 1,678 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #646.

Congress Wealth Management first reported a position in SPOT in Q3 2024 and has held it in 4 quarters since. 1,330 funds tracked by Wall St. Rank hold SPOT as of Q2 2025.

  • Congress Wealth Management held 1,678 shares of Spotify worth $1.29M as of Q2 2025.
  • Congress Wealth Management bought 449 Spotify shares in Q2 2025, an estimated $288K.
  • Spotify made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #646 holding.
  • Congress Wealth Management first reported a position in Spotify in Q3 2024 and has held it in 4 quarters since.
  • 1,330 funds tracked by Wall St. Rank held Spotify as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.