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Financial Consulate’s Spotify SPOT Stock Holding History

Financial Consulate’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 		$7.27K Buy
15
+6
+67% +$3.01K ﹤0.01% 712
2025
Q4 		$5.23K Hold
9
– – ﹤0.01% 734
2025
Q3 		$6.28K Buy
+9
New +$6.29K ﹤0.01% 618

Other funds holding SPOT

BlackRock
BlackRock New York $5.72T 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

Financial Consulate's SPOT Position: Q1 2026 in Review

Financial Consulate increased its Spotify (SPOT) stake by 67% in Q1 2026, buying an estimated $3.01K and bringing the position to 15 shares worth $7.27K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

Financial Consulate first reported a position in SPOT in Q3 2025 and has held it in 3 quarters since. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Financial Consulate held 15 shares of Spotify worth $7.27K as of Q1 2026.
  • Financial Consulate bought 6 Spotify shares in Q1 2026, an estimated $3.01K.
  • Spotify made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #712 holding.
  • Financial Consulate first reported a position in Spotify in Q3 2025 and has held it in 3 quarters since.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.