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Legacy Investment Solutions’s Spotify SPOT Stock Holding History

Legacy Investment Solutions’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
Q2 		$12.3K Buy
+16
New +$10.3K 0.01% 290
2024
Q4 		$9.97K Buy
+16
New +$6.85K 0.01% 289

Other funds holding SPOT

BlackRock
BlackRock New York $5.72T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legacy Investment Solutions's SPOT Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Spotify (SPOT) in Q2 2025: 16 shares worth $12.3K. The stake represents 0.01% of the portfolio and ranks #290 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in SPOT as recently as Q4 2024.

Legacy Investment Solutions first reported a position in SPOT in Q4 2024 and has held it in 2 quarters since. 1,327 funds tracked by Wall St. Rank hold SPOT as of Q2 2025.

  • Legacy Investment Solutions held 16 shares of Spotify worth $12.3K as of Q2 2025.
  • Spotify was a new Legacy Investment Solutions position in Q2 2025.
  • Spotify made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #290 holding.
  • Legacy Investment Solutions first reported a position in Spotify in Q4 2024 and has held it in 2 quarters since.
  • 1,327 funds tracked by Wall St. Rank held Spotify as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.