LWM Advisory Services’s Spotify SPOT Stock Holding History

LWM Advisory Services’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 Q4	–	Sell	-345	Closed	-$241K	–	98
2025 Q3	$241K	Buy	+345	New	+$241K	0.14%	87

Other funds holding SPOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

LWM Advisory Services's SPOT Position: Q4 2025 in Review

LWM Advisory Services sold out of Spotify (SPOT) in Q4 2025, closing a stake of 345 shares — an estimated $241K sold.

LWM Advisory Services first reported a position in SPOT in Q3 2025 and held it in 1 quarter. The position peaked at $241K in Q3 2025. 1,322 funds tracked by Wall St. Rank hold SPOT as of Q4 2025.

LWM Advisory Services reported no remaining Spotify position as of Q4 2025 after selling out during the quarter.
LWM Advisory Services sold 345 Spotify shares in Q4 2025, an estimated $241K.
LWM Advisory Services first reported a position in Spotify in Q3 2025 and held it in 1 quarter.
LWM Advisory Services's Spotify position peaked at $241K in Q3 2025.
1,322 funds tracked by Wall St. Rank held Spotify as of Q4 2025.

Based on LWM Advisory Services's 13F filing for Q4 2025, filed 12 Feb 2026.