Kovitz Investment Group Partners
SPOT icon

Kovitz Investment Group Partners’s Spotify SPOT Stock Holding History

Kovitz Investment Group Partners’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
-6,672
Closed -$4.66M – 1204
2025
Q3 		$4.66M Sell
6,672
-1,137
-15% -$795K 0.02% 480
2025
Q2 		$5.99M Buy
7,809
+764
+11% +$490K 0.03% 414
2025
Q1 		$3.88M Sell
7,045
-50
-0.7% -$27.9K 0.02% 446
2024
Q4 		$3.17M Sell
7,095
-331
-4% -$142K 0.02% 488
2024
Q3 		$2.41M Sell
7,426
-100,816
-93% -$33.5M 0.02% 467
2024
Q2 		$34M Sell
108,242
-676
-0.6% -$204K 0.29% 60
2024
Q1 		$28.7M Sell
108,918
-97,364
-47% -$22.9M 0.37% 42
2023
Q4 		$38.8M Sell
206,282
-1,583
-0.8% -$276K 0.64% 35
2023
Q3 		$32.1M Sell
207,865
-65,504
-24% -$9.98M 0.58% 37
2023
Q2 		$43.9M Buy
273,369
+54,583
+25% +$7.91M 0.64% 38
2023
Q1 		$29.2M Buy
218,786
+18,759
+9% +$2.15M 0.51% 41
2022
Q4 		$15.8M Sell
200,027
-29,507
-13% -$2.38M 0.31% 50
2022
Q3 		$19.8M Buy
229,534
+59,331
+35% +$6.35M 0.46% 43
2022
Q2 		$16M Sell
170,203
-24,687
-13% -$2.78M 0.35% 46
2022
Q1 		$29.4M Buy
+194,890
New +$33.3M 0.56% 39

Other funds holding SPOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
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

Kovitz Investment Group Partners's SPOT Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Spotify (SPOT) in Q4 2025, closing a stake of 6,672 shares — an estimated $4.66M sold.

Kovitz Investment Group Partners first reported a position in SPOT in Q1 2022 and held it in 15 quarters. The position peaked at $43.9M in Q2 2023. 1,324 funds tracked by Wall St. Rank hold SPOT as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Spotify position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 6,672 Spotify shares in Q4 2025, an estimated $4.66M.
  • Kovitz Investment Group Partners first reported a position in Spotify in Q1 2022 and held it in 15 quarters.
  • Kovitz Investment Group Partners's Spotify position peaked at $43.9M in Q2 2023.
  • 1,324 funds tracked by Wall St. Rank held Spotify as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.