LifeWealth Investments’s Spotify SPOT Stock Holding History

LifeWealth Investments’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	-558	Closed	-$428K	–	161
2025 Q2	$428K	Buy	558 +92	+20%	+$59K	0.16%	91
2025 Q1	$256K	Buy	+466	New	+$260K	0.12%	107

Other funds holding SPOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LifeWealth Investments's SPOT Position: Q3 2025 in Review

LifeWealth Investments sold out of Spotify (SPOT) in Q3 2025, closing a stake of 558 shares — an estimated $428K sold.

LifeWealth Investments first reported a position in SPOT in Q1 2025 and held it in 2 quarters. The position peaked at $428K in Q2 2025. 1,352 funds tracked by Wall St. Rank hold SPOT as of Q3 2025.

LifeWealth Investments reported no remaining Spotify position as of Q3 2025 after selling out during the quarter.
LifeWealth Investments sold 558 Spotify shares in Q3 2025, an estimated $428K.
LifeWealth Investments first reported a position in Spotify in Q1 2025 and held it in 2 quarters.
LifeWealth Investments's Spotify position peaked at $428K in Q2 2025.
1,352 funds tracked by Wall St. Rank held Spotify as of Q3 2025.

Based on LifeWealth Investments's 13F filing for Q3 2025, filed 20 Oct 2025.