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GeoWealth Management’s Spotify SPOT Stock Holding History

GeoWealth 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 		$421K Sell
867
-534
-38% -$268K 0.02% 505
2025
Q4 		$814K Buy
1,401
+333
+31% +$208K 0.03% 328
2025
Q3 		$745K Buy
1,068
+389
+57% +$272K 0.03% 366
2025
Q2 		$521K Buy
679
+90
+15% +$57.8K 0.02% 395
2025
Q1 		$324K Sell
589
-57
-9% -$31.9K 0.01% 529
2024
Q4 		$289K Buy
646
+216
+50% +$92.5K 0.01% 637
2024
Q3 		$158K Buy
+430
New +$143K 0.01% 780

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

GeoWealth Management's SPOT Position: Q1 2026 in Review

GeoWealth Management reduced its Spotify (SPOT) stake by 38% in Q1 2026, selling an estimated $268K and leaving 867 shares worth $421K. The position accounts for 0.02% of the portfolio, ranked #505.

GeoWealth Management first reported a position in SPOT in Q3 2024 and has held it in 7 quarters since. The position peaked at $814K in Q4 2025. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • GeoWealth Management held 867 shares of Spotify worth $421K as of Q1 2026.
  • GeoWealth Management sold 534 Spotify shares in Q1 2026, an estimated $268K.
  • Spotify made up 0.02% of GeoWealth Management's portfolio in Q1 2026, its #505 holding.
  • GeoWealth Management first reported a position in Spotify in Q3 2024 and has held it in 7 quarters since.
  • GeoWealth Management's Spotify position peaked at $814K in Q4 2025.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.