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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
-1,113
Closed -$854K – 227
2025
Q2 		$854K Buy
1,113
+175
+19% +$112K 0.15% 100
2025
Q1 		$516K Buy
+938
New +$524K 0.11% 119

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
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 1,113 shares — an estimated $854K sold.

LifeWealth Investments first reported a position in SPOT in Q1 2025 and held it in 2 quarters. The position peaked at $854K in Q2 2025. 1,349 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 1,113 Spotify shares in Q3 2025, an estimated $854K.
  • LifeWealth Investments first reported a position in Spotify in Q1 2025 and held it in 2 quarters.
  • LifeWealth Investments's Spotify position peaked at $854K in Q2 2025.
  • 1,349 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.