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Legacy Capital Wealth Partners’s Spotify SPOT Stock Holding History

Legacy Capital Wealth 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
Q3 		– Sell
-296
Closed -$227K – 390
2025
Q2 		$227K Buy
+296
New +$190K 0.05% 345

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WCM Investment Management
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Jennison Associates
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Massachusetts Financial Services
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Legacy Capital Wealth Partners's SPOT Position: Q3 2025 in Review

Legacy Capital Wealth Partners sold out of Spotify (SPOT) in Q3 2025, closing a stake of 296 shares — an estimated $227K sold.

Legacy Capital Wealth Partners first reported a position in SPOT in Q2 2025 and held it in 1 quarter. The position peaked at $227K in Q2 2025. 1,349 funds tracked by Wall St. Rank hold SPOT as of Q3 2025.

  • Legacy Capital Wealth Partners reported no remaining Spotify position as of Q3 2025 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 296 Spotify shares in Q3 2025, an estimated $227K.
  • Legacy Capital Wealth Partners first reported a position in Spotify in Q2 2025 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's Spotify position peaked at $227K in Q2 2025.
  • 1,349 funds tracked by Wall St. Rank held Spotify as of Q3 2025.

Based on Legacy Capital Wealth Partners's 13F filing for Q3 2025, filed 13 Nov 2025.