Everpar Advisors’s Spotify SPOT Stock Holding History

Everpar Advisors’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	-331	Closed	-$231K	–	303
2025 Q3	$231K	Sell	331 -43	-11%	-$30.1K	0.09%	249
2025 Q2	$287K	Buy	374 +9	+2%	+$5.78K	0.13%	208
2025 Q1	$201K	Buy	+365	New	+$204K	0.11%	249

Other funds holding SPOT

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Everpar Advisors's SPOT Position: Q4 2025 in Review

Everpar Advisors sold out of Spotify (SPOT) in Q4 2025, closing a stake of 331 shares — an estimated $231K sold.

Everpar Advisors first reported a position in SPOT in Q1 2025 and held it in 3 quarters. The position peaked at $287K in Q2 2025. 1,321 funds tracked by Wall St. Rank hold SPOT as of Q4 2025.

Everpar Advisors reported no remaining Spotify position as of Q4 2025 after selling out during the quarter.
Everpar Advisors sold 331 Spotify shares in Q4 2025, an estimated $231K.
Everpar Advisors first reported a position in Spotify in Q1 2025 and held it in 3 quarters.
Everpar Advisors's Spotify position peaked at $287K in Q2 2025.
1,321 funds tracked by Wall St. Rank held Spotify as of Q4 2025.

Based on Everpar Advisors's 13F filing for Q4 2025, filed 7 Jan 2026.