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Independent Solutions Wealth Management’s Spotify SPOT Stock Holding History

Independent Solutions Wealth 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
2025
Q4 		– Sell
-298
Closed -$208K – 184
2025
Q3 		$208K Hold
298
– – 0.04% 170
2025
Q2 		$229K Buy
+298
New +$191K 0.04% 168

Other funds holding SPOT

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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
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Independent Solutions Wealth Management's SPOT Position: Q4 2025 in Review

Independent Solutions Wealth Management sold out of Spotify (SPOT) in Q4 2025, closing a stake of 298 shares — an estimated $208K sold.

Independent Solutions Wealth Management first reported a position in SPOT in Q2 2025 and held it in 2 quarters. The position peaked at $229K in Q2 2025. 1,322 funds tracked by Wall St. Rank hold SPOT as of Q4 2025.

  • Independent Solutions Wealth Management reported no remaining Spotify position as of Q4 2025 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 298 Spotify shares in Q4 2025, an estimated $208K.
  • Independent Solutions Wealth Management first reported a position in Spotify in Q2 2025 and held it in 2 quarters.
  • Independent Solutions Wealth Management's Spotify position peaked at $229K in Q2 2025.
  • 1,322 funds tracked by Wall St. Rank held Spotify as of Q4 2025.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.