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LVW Advisors’s Spotify SPOT Stock Holding History

LVW 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
-475
Closed -$276K – 457
2025
Q4 		$276K Sell
475
-75
-14% -$46.9K 0.03% 284
2025
Q3 		$384K Buy
550
+11
+2% +$7.69K 0.04% 234
2025
Q2 		$414K Sell
539
-537
-50% -$345K 0.05% 210
2025
Q1 		$592K Buy
1,076
+424
+65% +$237K 0.07% 159
2024
Q4 		$292K Buy
+652
New +$279K 0.04% 255

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 $145B AUM 34.61% 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 $298B AUM 21.96% 1-Year Est. Return

LVW Advisors's SPOT Position: Q1 2026 in Review

LVW Advisors sold out of Spotify (SPOT) in Q1 2026, closing a stake of 475 shares — an estimated $276K sold.

LVW Advisors first reported a position in SPOT in Q4 2024 and held it in 5 quarters. The position peaked at $592K in Q1 2025. 1,274 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • LVW Advisors reported no remaining Spotify position as of Q1 2026 after selling out during the quarter.
  • LVW Advisors sold 475 Spotify shares in Q1 2026, an estimated $276K.
  • LVW Advisors first reported a position in Spotify in Q4 2024 and held it in 5 quarters.
  • LVW Advisors's Spotify position peaked at $592K in Q1 2025.
  • 1,274 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on LVW Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.