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LGT Financial Advisors’s Spotify SPOT Stock Holding History

LGT Financial Advisors’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
-26
Closed -$15.1K – 274
2025
Q4 		$15.1K Hold
26
– – 0.09% 112
2025
Q3 		$18.1K Hold
26
– – 0.04% 193
2025
Q2 		$20K Buy
+26
New +$16.7K 0.05% 163
2023
Q4 		– Sell
-1,000
Closed -$155K – 971
2023
Q3 		$155K Buy
+1,000
New +$152K 0.2% 113

Other funds holding SPOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $295B AUM 31.6% 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 $315B AUM 27.84% 1-Year Est. Return

LGT Financial Advisors's SPOT Position: Q1 2026 in Review

LGT Financial Advisors sold out of Spotify (SPOT) in Q1 2026, closing a stake of 26 shares — an estimated $15.1K sold.

LGT Financial Advisors first reported a position in SPOT in Q3 2023 and held it in 4 quarters. The position peaked at $155K in Q3 2023. 1,274 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • LGT Financial Advisors reported no remaining Spotify position as of Q1 2026 after selling out during the quarter.
  • LGT Financial Advisors sold 26 Spotify shares in Q1 2026, an estimated $15.1K.
  • LGT Financial Advisors first reported a position in Spotify in Q3 2023 and held it in 4 quarters.
  • LGT Financial Advisors's Spotify position peaked at $155K in Q3 2023.
  • 1,274 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on LGT Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.