GVAG
SPOT icon

Great Valley Advisor Group’s Spotify SPOT Stock Holding History

Great Valley Advisor Group’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 		$1.34M Buy
2,758
+220
+9% +$110K 0.02% 456
2025
Q4 		$1.47M Buy
2,538
+16
+0.6% +$10K 0.03% 413
2025
Q3 		$1.76M Sell
2,522
-12
-0.5% -$8.39K 0.04% 362
2025
Q2 		$1.94M Sell
2,534
-20
-0.8% -$12.8K 0.04% 322
2025
Q1 		$1.41M Buy
2,554
+435
+21% +$243K 0.03% 375
2024
Q4 		$948K Sell
2,119
-6
-0.3% -$2.57K 0.02% 458
2024
Q3 		$783K Buy
2,125
+87
+4% +$28.9K 0.02% 466
2024
Q2 		$639K Buy
2,038
+197
+11% +$59.3K 0.02% 474
2024
Q1 		$486K Buy
1,841
+355
+24% +$83.4K 0.01% 502
2023
Q4 		$279K Buy
1,486
+186
+14% +$32.5K 0.01% 600
2023
Q3 		$201K Buy
+1,300
New +$198K 0.01% 630

Other funds holding SPOT

BlackRock
BlackRock New York $5.7T 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