KWM
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Kingsview Wealth Management’s Spotify SPOT Stock Holding History

Kingsview 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
-518
Closed -$362K – 1318
2025
Q3 		$362K Buy
518
+76
+17% +$53.1K 0.01% 900
2025
Q2 		$339K Buy
+442
New +$284K 0.01% 900
2021
Q3 		– Sell
-757
Closed -$203K – 1005
2021
Q2 		$203K Sell
757
-21
-3% -$5.33K 0.01% 823
2021
Q1 		$212K Buy
778
+125
+19% +$39K 0.01% 758
2020
Q4 		$205K Buy
+653
New +$184K 0.01% 649

Other funds holding SPOT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return