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Cumberland Partners’s Spotify SPOT Stock Holding History

Cumberland Partners’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
-3,000
Closed -$1.74M – 186
2025
Q4 		$1.74M Buy
3,000
+750
+33% +$469K 0.11% 115
2025
Q3 		$1.57M Sell
2,250
-500
-18% -$350K 0.1% 118
2025
Q2 		$2.11M Sell
2,750
-1,150
-29% -$738K 0.15% 100
2025
Q1 		$2.15M Buy
3,900
+150
+4% +$83.8K 0.17% 96
2024
Q4 		$1.68M Buy
3,750
+250
+7% +$107K 0.12% 112
2024
Q3 		$1.29M Buy
3,500
+500
+17% +$166K 0.09% 130
2024
Q2 		$941K Buy
+3,000
New +$903K 0.07% 134
2020
Q4 		– Sell
-7,197
Closed -$1.75M – 177
2020
Q3 		$1.75M Hold
7,197
– – 0.18% 86
2020
Q2 		$1.86M Sell
7,197
-2,309
-24% -$396K 0.19% 89
2020
Q1 		$1.15M Sell
9,506
-364
-4% -$51.5K 0.14% 91
2019
Q4 		$1.48M Buy
9,870
+300
+3% +$41.2K 0.13% 95
2019
Q3 		$1.09M Buy
9,570
+150
+2% +$21.2K 0.1% 97
2019
Q2 		$1.38M Buy
9,420
+100
+1% +$13.8K 0.13% 96
2019
Q1 		$1.29M Buy
9,320
+90
+1% +$12.3K 0.13% 97
2018
Q4 		$1.05M Buy
9,230
+230
+3% +$32.1K 0.12% 98
2018
Q3 		$1.63M Buy
+9,000
New +$1.65M 0.16% 92

Other funds holding SPOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Cumberland Partners's SPOT Position: Q1 2026 in Review

Cumberland Partners sold out of Spotify (SPOT) in Q1 2026, closing a stake of 3,000 shares — an estimated $1.74M sold.

Cumberland Partners first reported a position in SPOT in Q3 2018 and held it in 16 quarters. The position peaked at $2.15M in Q1 2025. 1,283 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Cumberland Partners reported no remaining Spotify position as of Q1 2026 after selling out during the quarter.
  • Cumberland Partners sold 3,000 Spotify shares in Q1 2026, an estimated $1.74M.
  • Cumberland Partners first reported a position in Spotify in Q3 2018 and held it in 16 quarters.
  • Cumberland Partners's Spotify position peaked at $2.15M in Q1 2025.
  • 1,283 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.