FEM
SPOT icon

Fulcrum Equity Management’s Spotify SPOT Stock Holding History

Fulcrum Equity 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
2025
Q4 		– Sell
-294
Closed -$205K – 126
2025
Q3 		$205K Sell
294
-2
-0.7% -$1.4K 0.21% 91
2025
Q2 		$227K Buy
+296
New +$190K 0.23% 87
2020
Q4 		– Sell
-953
Closed -$231K – 173
2020
Q3 		$231K Buy
+953
New +$246K 0.11% 135

Other funds holding SPOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Fulcrum Equity Management's SPOT Position: Q4 2025 in Review

Fulcrum Equity Management sold out of Spotify (SPOT) in Q4 2025, closing a stake of 294 shares — an estimated $205K sold.

Fulcrum Equity Management first reported a position in SPOT in Q3 2020 and held it in 3 quarters. The position peaked at $231K in Q3 2020. 1,321 funds tracked by Wall St. Rank hold SPOT as of Q4 2025.

  • Fulcrum Equity Management reported no remaining Spotify position as of Q4 2025 after selling out during the quarter.
  • Fulcrum Equity Management sold 294 Spotify shares in Q4 2025, an estimated $205K.
  • Fulcrum Equity Management first reported a position in Spotify in Q3 2020 and held it in 3 quarters.
  • Fulcrum Equity Management's Spotify position peaked at $231K in Q3 2020.
  • 1,321 funds tracked by Wall St. Rank held Spotify as of Q4 2025.

Based on Fulcrum Equity Management's 13F filing for Q4 2025, filed 6 Jan 2026.