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Gladstone Institutional Advisory’s Spotify SPOT Stock Holding History

Gladstone Institutional Advisory’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
-5,229
Closed -$3.04M – 882
2025
Q4 		$3.04M Buy
5,229
+1,488
+40% +$930K 0.11% 193
2025
Q3 		$2.61M Buy
3,741
+360
+11% +$252K 0.1% 206
2025
Q2 		$2.59M Buy
+3,381
New +$2.17M 0.11% 202
2022
Q1 		– Sell
-1,372
Closed -$321K – 754
2021
Q4 		$321K Sell
1,372
-518
-27% -$130K 0.02% 461
2021
Q3 		$426K Sell
1,890
-434
-19% -$102K 0.04% 366
2021
Q2 		$640K Sell
2,324
-78
-3% -$19.8K 0.08% 254
2021
Q1 		$644K Buy
2,402
+986
+70% +$307K 0.1% 203
2020
Q4 		$446K Sell
1,416
-1,268
-47% -$358K 0.09% 170
2020
Q3 		$651K Buy
2,684
+1,879
+233% +$485K 0.16% 123
2020
Q2 		$208K Buy
+805
New +$138K 0.05% 217
2019
Q2 		– Sell
-1,754
Closed -$243K – 290
2019
Q1 		$243K Buy
+1,754
New +$240K 0.09% 180

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

Gladstone Institutional Advisory's SPOT Position: Q1 2026 in Review

Gladstone Institutional Advisory sold out of Spotify (SPOT) in Q1 2026, closing a stake of 5,229 shares — an estimated $3.04M sold.

Gladstone Institutional Advisory first reported a position in SPOT in Q1 2019 and held it in 11 quarters. The position peaked at $3.04M in Q4 2025. 1,283 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Gladstone Institutional Advisory reported no remaining Spotify position as of Q1 2026 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 5,229 Spotify shares in Q1 2026, an estimated $3.04M.
  • Gladstone Institutional Advisory first reported a position in Spotify in Q1 2019 and held it in 11 quarters.
  • Gladstone Institutional Advisory's Spotify position peaked at $3.04M in Q4 2025.
  • 1,283 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.