Financial Gravity Asset Management’s Spotify SPOT Stock Holding History

Financial Gravity Asset Management’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	$14.5K	Buy	+30	New	+$15.1K	﹤0.01%	508
2025 Q4	–	Sell	-1	Closed	-$698	–	914
2025 Q3	$698	Buy	+1	New	+$699	﹤0.01%	827
2025 Q1	$1.65K	Buy	+3	New	+$1.68K	﹤0.01%	839
2024 Q2	–	Sell	-12	Closed	-$3.1K	–	1742
2024 Q1	$3.1K	Hold	12	–	–	﹤0.01%	642
2023 Q4	$2.56K	Buy	+12	New	+$2.1K	﹤0.01%	684
2021 Q3	$225K	Buy	+1	New	+$236	0.11%	159

Other funds holding SPOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Financial Gravity Asset Management's SPOT Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in Spotify (SPOT) in Q1 2026: 30 shares worth $14.5K. The stake represents ﹤0.01% of the portfolio and ranks #508 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in SPOT as recently as Q3 2025.

Financial Gravity Asset Management first reported a position in SPOT in Q3 2021 and has held it in 6 quarters since. The position peaked at $225K in Q3 2021. 1,282 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

Financial Gravity Asset Management held 30 shares of Spotify worth $14.5K as of Q1 2026.
Spotify was a new Financial Gravity Asset Management position in Q1 2026.
Spotify made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #508 holding.
Financial Gravity Asset Management first reported a position in Spotify in Q3 2021 and has held it in 6 quarters since.
Financial Gravity Asset Management's Spotify position peaked at $225K in Q3 2021.
1,282 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.