Envestnet Portfolio Solutions
SPOT icon

Envestnet Portfolio Solutions’s Spotify SPOT Stock Holding History

Envestnet Portfolio Solutions’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 		$1.39M Sell
2,863
-1,589
-36% -$797K 0.01% 539
2025
Q4 		$2.59M Sell
4,452
-640
-13% -$400K 0.01% 495
2025
Q3 		$3.55M Sell
5,092
-912
-15% -$638K 0.01% 421
2025
Q2 		$4.61M Sell
6,004
-597
-9% -$383K 0.02% 382
2025
Q1 		$3.63M Sell
6,601
-3,511
-35% -$1.96M 0.01% 442
2024
Q4 		$4.52M Buy
10,112
+1,229
+14% +$526K 0.01% 418
2024
Q3 		$3.27M Buy
8,883
+1,484
+20% +$493K 0.01% 505
2024
Q2 		$2.32M Buy
7,399
+4,060
+122% +$1.22M 0.01% 591
2024
Q1 		$881K Sell
3,339
-333
-9% -$78.2K ﹤0.01% 882
2023
Q4 		$690K Buy
3,672
+1,104
+43% +$193K ﹤0.01% 917
2023
Q3 		$397K Buy
+2,568
New +$391K ﹤0.01% 1088

Other funds holding SPOT

BlackRock
BlackRock New York $5.7T 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