IronOak Wealth’s Spotify SPOT Stock Holding History

IronOak Wealth’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 Q2	$511K	Buy	+666	New	+$427K	0.5%	57

Other funds holding SPOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IronOak Wealth's SPOT Position: Q2 2025 in Review

IronOak Wealth opened a new position in Spotify (SPOT) in Q2 2025: 666 shares worth $511K. The stake represents 0.5% of the portfolio and ranks #57 among its holdings.

1,330 funds tracked by Wall St. Rank hold SPOT as of Q2 2025.

IronOak Wealth held 666 shares of Spotify worth $511K as of Q2 2025.
Spotify was a new IronOak Wealth position in Q2 2025.
Spotify made up 0.5% of IronOak Wealth's portfolio in Q2 2025, its #57 holding.
1,330 funds tracked by Wall St. Rank held Spotify as of Q2 2025.

Based on IronOak Wealth's 13F filing for Q2 2025, filed 14 Jul 2025.