IAN
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Integrated Advisors Network’s Spotify SPOT Stock Holding History

Integrated Advisors Network’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 		$1.49M Sell
3,064
-293
-9% -$147K 0.08% 251
2025
Q4 		$1.95M Sell
3,357
-30
-0.9% -$18.8K 0.09% 237
2025
Q3 		$2.36M Buy
3,387
+183
+6% +$128K 0.1% 219
2025
Q2 		$2.46M Buy
3,204
+235
+8% +$151K 0.11% 211
2025
Q1 		$1.63M Buy
2,969
+99
+3% +$55.3K 0.08% 234
2024
Q4 		$1.28M Buy
2,870
+154
+6% +$65.9K 0.06% 269
2024
Q3 		$1M Buy
2,716
+189
+7% +$62.8K 0.05% 315
2024
Q2 		$793K Buy
2,527
+1,471
+139% +$443K 0.04% 336
2024
Q1 		$279K Buy
+1,056
New +$248K 0.01% 615

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