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Gries Financial’s Spotify SPOT Stock Holding History

Gries Financial’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
Q3 		$441K Sell
632
-4
-0.6% -$2.8K 0.07% 191
2025
Q2 		$488K Sell
636
-573
-47% -$368K 0.09% 174
2025
Q1 		$665K Sell
1,209
-407
-25% -$227K 0.13% 140
2024
Q4 		$723K Sell
1,616
-349
-18% -$149K 0.13% 146
2024
Q3 		$724K Sell
1,965
-3
-0.2% -$997 0.14% 144
2024
Q2 		$618K Buy
1,968
+10
+0.5% +$3.01K 0.13% 136
2024
Q1 		$517K Buy
1,958
+8
+0.4% +$1.88K 0.09% 169
2023
Q4 		$366K Buy
+1,950
New +$341K 0.08% 154

Other funds holding SPOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gries Financial's SPOT Position: Q3 2025 in Review

Gries Financial reduced its Spotify (SPOT) stake by 0.63% in Q3 2025, selling an estimated $2.8K and leaving 632 shares worth $441K. The position accounts for 0.07% of the portfolio, ranked #191.

Gries Financial first reported a position in SPOT in Q4 2023 and has held it in 8 quarters since. The position peaked at $724K in Q3 2024. 1,352 funds tracked by Wall St. Rank hold SPOT as of Q3 2025.

  • Gries Financial held 632 shares of Spotify worth $441K as of Q3 2025.
  • Gries Financial sold 4 Spotify shares in Q3 2025, an estimated $2.8K.
  • Spotify made up 0.07% of Gries Financial's portfolio in Q3 2025, its #191 holding.
  • Gries Financial first reported a position in Spotify in Q4 2023 and has held it in 8 quarters since.
  • Gries Financial's Spotify position peaked at $724K in Q3 2024.
  • 1,352 funds tracked by Wall St. Rank held Spotify as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.