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Forum Financial Management’s Spotify SPOT Stock Holding History

Forum Financial 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 		– Sell
-1,069
Closed -$621K – 895
2025
Q4 		$621K Sell
1,069
-53
-5% -$33.1K 0.01% 388
2025
Q3 		$783K Buy
1,122
+5
+0.4% +$3.5K 0.01% 298
2025
Q2 		$857K Sell
1,117
-93
-8% -$59.7K 0.01% 246
2025
Q1 		$666K Buy
1,210
+162
+15% +$90.5K 0.01% 281
2024
Q4 		$469K Sell
1,048
-50
-5% -$21.4K 0.01% 400
2024
Q3 		$405K Sell
1,098
-18
-2% -$5.99K 0.01% 395
2024
Q2 		$350K Sell
1,116
-16
-1% -$4.82K 0.01% 421
2024
Q1 		$299K Sell
1,132
-34
-3% -$7.99K 0.01% 506
2023
Q4 		$219K Buy
+1,166
New +$204K ﹤0.01% 600

Other funds holding SPOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Forum Financial Management's SPOT Position: Q1 2026 in Review

Forum Financial Management sold out of Spotify (SPOT) in Q1 2026, closing a stake of 1,069 shares — an estimated $621K sold.

Forum Financial Management first reported a position in SPOT in Q4 2023 and held it in 9 quarters. The position peaked at $857K in Q2 2025. 1,282 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Forum Financial Management reported no remaining Spotify position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,069 Spotify shares in Q1 2026, an estimated $621K.
  • Forum Financial Management first reported a position in Spotify in Q4 2023 and held it in 9 quarters.
  • Forum Financial Management's Spotify position peaked at $857K in Q2 2025.
  • 1,282 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.