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Greystone Financial Group’s Spotify SPOT Stock Holding History

Greystone Financial 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
2025
Q4 		– Sell
-706
Closed -$493K – 105
2025
Q3 		$493K Buy
+706
New +$494K 0.08% 89

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 $167B AUM 44.17% 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

Greystone Financial Group's SPOT Position: Q4 2025 in Review

Greystone Financial Group sold out of Spotify (SPOT) in Q4 2025, closing a stake of 706 shares — an estimated $493K sold.

Greystone Financial Group first reported a position in SPOT in Q3 2025 and held it in 1 quarter. The position peaked at $493K in Q3 2025. 1,322 funds tracked by Wall St. Rank hold SPOT as of Q4 2025.

  • Greystone Financial Group reported no remaining Spotify position as of Q4 2025 after selling out during the quarter.
  • Greystone Financial Group sold 706 Spotify shares in Q4 2025, an estimated $493K.
  • Greystone Financial Group first reported a position in Spotify in Q3 2025 and held it in 1 quarter.
  • Greystone Financial Group's Spotify position peaked at $493K in Q3 2025.
  • 1,322 funds tracked by Wall St. Rank held Spotify as of Q4 2025.

Based on Greystone Financial Group's 13F filing for Q4 2025, filed 27 Jan 2026.