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Liberty One Investment Management’s Spotify SPOT Stock Holding History

Liberty One Investment 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 		$878K Buy
1,811
+531
+41% +$266K 0.09% 104
2025
Q4 		$743K Buy
+1,280
New +$800K 0.1% 96

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

Liberty One Investment Management's SPOT Position: Q1 2026 in Review

Liberty One Investment Management increased its Spotify (SPOT) stake by 41% in Q1 2026, buying an estimated $266K and bringing the position to 1,811 shares worth $878K. The position accounts for 0.09% of the portfolio, ranked #104.

Liberty One Investment Management first reported a position in SPOT in Q4 2025 and has held it in 2 quarters since. 1,274 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Liberty One Investment Management held 1,811 shares of Spotify worth $878K as of Q1 2026.
  • Liberty One Investment Management bought 531 Spotify shares in Q1 2026, an estimated $266K.
  • Spotify made up 0.09% of Liberty One Investment Management's portfolio in Q1 2026, its #104 holding.
  • Liberty One Investment Management first reported a position in Spotify in Q4 2025 and has held it in 2 quarters since.
  • 1,274 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.