LOWM
SPOT icon

Laurel Oak Wealth Management’s Spotify SPOT Stock Holding History

Laurel Oak 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
2026
Q1 		– Sell
-436
Closed -$253K – 387
2025
Q4 		$253K Buy
+436
New +$273K 0.04% 299

Other funds holding SPOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Laurel Oak Wealth Management's SPOT Position: Q1 2026 in Review

Laurel Oak Wealth Management sold out of Spotify (SPOT) in Q1 2026, closing a stake of 436 shares — an estimated $253K sold.

Laurel Oak Wealth Management first reported a position in SPOT in Q4 2025 and held it in 1 quarter. The position peaked at $253K in Q4 2025. 1,283 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Laurel Oak Wealth Management reported no remaining Spotify position as of Q1 2026 after selling out during the quarter.
  • Laurel Oak Wealth Management sold 436 Spotify shares in Q1 2026, an estimated $253K.
  • Laurel Oak Wealth Management first reported a position in Spotify in Q4 2025 and held it in 1 quarter.
  • Laurel Oak Wealth Management's Spotify position peaked at $253K in Q4 2025.
  • 1,283 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.