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Dynasty Wealth Management’s Spotify SPOT Stock Holding History

Dynasty 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
-423
Closed -$246K – 379
2025
Q4 		$246K Sell
423
-94
-18% -$58.8K ﹤0.01% 315
2025
Q3 		$361K Buy
+517
New +$362K ﹤0.01% 246

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

Dynasty Wealth Management's SPOT Position: Q1 2026 in Review

Dynasty Wealth Management sold out of Spotify (SPOT) in Q1 2026, closing a stake of 423 shares — an estimated $246K sold.

Dynasty Wealth Management first reported a position in SPOT in Q3 2025 and held it in 2 quarters. The position peaked at $361K in Q3 2025. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Dynasty Wealth Management reported no remaining Spotify position as of Q1 2026 after selling out during the quarter.
  • Dynasty Wealth Management sold 423 Spotify shares in Q1 2026, an estimated $246K.
  • Dynasty Wealth Management first reported a position in Spotify in Q3 2025 and held it in 2 quarters.
  • Dynasty Wealth Management's Spotify position peaked at $361K in Q3 2025.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.