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Costello Asset Management’s Spotify SPOT Stock Holding History

Costello Asset 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 		$3.39K Sell
7
-12
-63% -$6.02K ﹤0.01% 594
2025
Q4 		$11K Buy
+19
New +$11.9K ﹤0.01% 451

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

Costello Asset Management's SPOT Position: Q1 2026 in Review

Costello Asset Management reduced its Spotify (SPOT) stake by 63% in Q1 2026, selling an estimated $6.02K and leaving 7 shares worth $3.39K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Costello Asset Management first reported a position in SPOT in Q4 2025 and has held it in 2 quarters since. The position peaked at $11K in Q4 2025. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Costello Asset Management held 7 shares of Spotify worth $3.39K as of Q1 2026.
  • Costello Asset Management sold 12 Spotify shares in Q1 2026, an estimated $6.02K.
  • Spotify made up ﹤0.01% of Costello Asset Management's portfolio in Q1 2026, its #594 holding.
  • Costello Asset Management first reported a position in Spotify in Q4 2025 and has held it in 2 quarters since.
  • Costello Asset Management's Spotify position peaked at $11K in Q4 2025.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.