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Evergreen Private Wealth’s Spotify SPOT Stock Holding History

Evergreen Private Wealth’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
-15
Closed -$10.5K – 206
2025
Q3 		$10.5K Buy
15
+4
+36% +$2.8K ﹤0.01% 158
2025
Q2 		$8.44K Buy
+11
New +$7.06K ﹤0.01% 159

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 $1.89T AUM 35.08% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $48.6B AUM 94.27% 1-Year Est. Return

Evergreen Private Wealth's SPOT Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Spotify (SPOT) in Q4 2025, closing a stake of 15 shares — an estimated $10.5K sold.

Evergreen Private Wealth first reported a position in SPOT in Q2 2025 and held it in 2 quarters. The position peaked at $10.5K in Q3 2025. 1,322 funds tracked by Wall St. Rank hold SPOT as of Q4 2025.

  • Evergreen Private Wealth reported no remaining Spotify position as of Q4 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 15 Spotify shares in Q4 2025, an estimated $10.5K.
  • Evergreen Private Wealth first reported a position in Spotify in Q2 2025 and held it in 2 quarters.
  • Evergreen Private Wealth's Spotify position peaked at $10.5K in Q3 2025.
  • 1,322 funds tracked by Wall St. Rank held Spotify as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.