Kercheville Advisors’s Spotify SPOT Stock Holding History

Kercheville Advisors’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	–	Sell	-572	Closed	-$439K	–	121
2025 Q2	$439K	Buy	+572	New	+$367K	0.15%	66

Other funds holding SPOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kercheville Advisors's SPOT Position: Q3 2025 in Review

Kercheville Advisors sold out of Spotify (SPOT) in Q3 2025, closing a stake of 572 shares — an estimated $439K sold.

Kercheville Advisors first reported a position in SPOT in Q2 2025 and held it in 1 quarter. The position peaked at $439K in Q2 2025. 1,349 funds tracked by Wall St. Rank hold SPOT as of Q3 2025.

Kercheville Advisors reported no remaining Spotify position as of Q3 2025 after selling out during the quarter.
Kercheville Advisors sold 572 Spotify shares in Q3 2025, an estimated $439K.
Kercheville Advisors first reported a position in Spotify in Q2 2025 and held it in 1 quarter.
Kercheville Advisors's Spotify position peaked at $439K in Q2 2025.
1,349 funds tracked by Wall St. Rank held Spotify as of Q3 2025.

Based on Kercheville Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.