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Empirical Wealth Management’s Spotify SPOT Stock Holding History

Empirical 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
Q4 		– Sell
-544
Closed -$380K – 973
2025
Q3 		$380K Buy
544
+85
+19% +$59.4K 0.01% 551
2025
Q2 		$352K Sell
459
-407
-47% -$261K 0.01% 490
2025
Q1 		$476K Sell
866
-38
-4% -$21.2K 0.01% 411
2024
Q4 		$404K Buy
+904
New +$387K 0.01% 436
2022
Q1 		– Sell
-1,930
Closed -$452K – 540
2021
Q4 		$452K Buy
+1,930
New +$483K 0.02% 356

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 $1.66T AUM 25.57% 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 $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Empirical Wealth Management's SPOT Position: Q4 2025 in Review

Empirical Wealth Management sold out of Spotify (SPOT) in Q4 2025, closing a stake of 544 shares — an estimated $380K sold.

Empirical Wealth Management first reported a position in SPOT in Q4 2021 and held it in 5 quarters. The position peaked at $476K in Q1 2025. 1,321 funds tracked by Wall St. Rank hold SPOT as of Q4 2025.

  • Empirical Wealth Management reported no remaining Spotify position as of Q4 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 544 Spotify shares in Q4 2025, an estimated $380K.
  • Empirical Wealth Management first reported a position in Spotify in Q4 2021 and held it in 5 quarters.
  • Empirical Wealth Management's Spotify position peaked at $476K in Q1 2025.
  • 1,321 funds tracked by Wall St. Rank held Spotify as of Q4 2025.

Based on Empirical Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.