CWM
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Cordatus Wealth Management’s Spotify SPOT Stock Holding History

Cordatus 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
2026
Q1 		– Sell
-976
Closed -$567K – 189
2025
Q4 		$567K Sell
976
-40
-4% -$25K 0.13% 113
2025
Q3 		$709K Buy
1,016
+7
+0.7% +$4.89K 0.17% 95
2025
Q2 		$774K Sell
1,009
-23
-2% -$14.8K 0.19% 89
2025
Q1 		$568K Buy
+1,032
New +$577K 0.16% 102
2023
Q2 		– Sell
-6,633
Closed -$886K – 162
2023
Q1 		$886K Buy
+6,633
New +$759K 1.13% 36
2021
Q1 		$656K Buy
+2,450
New +$764K 0.25% 121

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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
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T. Rowe Price Associates
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Wellington Management Group
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Jennison Associates
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Fisher Asset Management
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WCM Investment Management
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return