Fairway Wealth’s Spotify SPOT Stock Holding History

Fairway 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 Q2	–	Sell	-200	Closed	-$110K	–	215
2025 Q1	$110K	Hold	200	–	–	0.04%	71
2024 Q4	$89.5K	Buy	+200	New	+$85.6K	0.04%	78

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fairway Wealth's SPOT Position: Q2 2025 in Review

Fairway Wealth sold out of Spotify (SPOT) in Q2 2025, closing a stake of 200 shares — an estimated $110K sold.

Fairway Wealth first reported a position in SPOT in Q4 2024 and held it in 2 quarters. The position peaked at $110K in Q1 2025. 1,327 funds tracked by Wall St. Rank hold SPOT as of Q2 2025.

Fairway Wealth reported no remaining Spotify position as of Q2 2025 after selling out during the quarter.
Fairway Wealth sold 200 Spotify shares in Q2 2025, an estimated $110K.
Fairway Wealth first reported a position in Spotify in Q4 2024 and held it in 2 quarters.
Fairway Wealth's Spotify position peaked at $110K in Q1 2025.
1,327 funds tracked by Wall St. Rank held Spotify as of Q2 2025.

Based on Fairway Wealth's 13F filing for Q2 2025, filed 30 Jul 2025.