Fortis Group Advisors’s Spotify SPOT Stock Holding History

Fortis Group 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
2026 Q1	–	Sell	-2,078	Closed	-$1.04M	–	623
2025 Q4	$1.04M	Sell	2,078 -44	-2%	-$27.5K	0.17%	141
2025 Q3	$1.39M	Sell	2,122 -2,617	-55%	-$1.83M	0.24%	97
2025 Q2	$2.97M	Buy	4,739 +706	+18%	+$453K	0.54%	50
2025 Q1	$2.22M	Sell	4,033 -1,356	-25%	-$758K	0.43%	66
2024 Q4	$2.41M	Sell	5,389 -99	-2%	-$42.4K	0.45%	58
2024 Q3	$2.02M	Sell	5,488 -7,539	-58%	-$2.51M	0.37%	60
2024 Q2	$4.09M	Sell	13,027 -3,328	-20%	-$1M	0.81%	40
2024 Q1	$4.32M	Buy	+16,355	New	+$3.84M	0.79%	38
2023 Q3	–	Sell	-13,769	Closed	-$2.21M	–	469
2023 Q2	$2.21M	Buy	+13,769	New	+$2M	0.59%	35

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

Fortis Group Advisors's SPOT Position: Q1 2026 in Review

Fortis Group Advisors sold out of Spotify (SPOT) in Q1 2026, closing a stake of 2,078 shares — an estimated $1.04M sold.

Fortis Group Advisors first reported a position in SPOT in Q2 2023 and held it in 9 quarters. The position peaked at $4.32M in Q1 2024. 1,282 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

Fortis Group Advisors reported no remaining Spotify position as of Q1 2026 after selling out during the quarter.
Fortis Group Advisors sold 2,078 Spotify shares in Q1 2026, an estimated $1.04M.
Fortis Group Advisors first reported a position in Spotify in Q2 2023 and held it in 9 quarters.
Fortis Group Advisors's Spotify position peaked at $4.32M in Q1 2024.
1,282 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Fortis Group Advisors's 13F filing for Q1 2026, filed 8 May 2026.