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Laurel Wealth Advisors (North Carolina)’s Spotify SPOT Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-6
Closed -$3.48K – 578
2025
Q4 		$3.48K Buy
+6
New +$3.75K ﹤0.01% 575
2025
Q2 		– Sell
-2
Closed -$1.1K – 600
2025
Q1 		$1.1K Hold
2
– – ﹤0.01% 628
2024
Q4 		$895 Hold
2
– – ﹤0.01% 675
2024
Q3 		$738 Hold
2
– – ﹤0.01% 643
2024
Q2 		$628 Hold
2
– – ﹤0.01% 604
2024
Q1 		$528 Hold
2
– – ﹤0.01% 597
2023
Q4 		$376 Hold
2
– – ﹤0.01% 542
2023
Q3 		$310 Buy
+2
New +$305 ﹤0.01% 558

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 $3.37T 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
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 Wealth Advisors (North Carolina)'s SPOT Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Spotify (SPOT) in Q1 2026, closing a stake of 6 shares — an estimated $3.48K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in SPOT in Q3 2023 and held it in 8 quarters. The position peaked at $3.48K in Q4 2025. 1,282 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Spotify position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 6 Spotify shares in Q1 2026, an estimated $3.48K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Spotify in Q3 2023 and held it in 8 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Spotify position peaked at $3.48K in Q4 2025.
  • 1,282 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.