Evelyn Partners Investment Management Services’s Spotify SPOT Stock Holding History

Evelyn Partners Investment Management Services’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	$248K	Buy	+512	New	+$257K	0.03%	127

Other funds holding SPOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Evelyn Partners Investment Management Services's SPOT Position: Q1 2026 in Review

Evelyn Partners Investment Management Services opened a new position in Spotify (SPOT) in Q1 2026: 512 shares worth $248K. The stake represents 0.03% of the portfolio and ranks #127 among its holdings.

1,274 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

Evelyn Partners Investment Management Services held 512 shares of Spotify worth $248K as of Q1 2026.
Spotify was a new Evelyn Partners Investment Management Services position in Q1 2026.
Spotify made up 0.03% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #127 holding.
1,274 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.