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Medallion Wealth Advisors’s Spotify SPOT Stock Holding History

Medallion Wealth 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 		$17K Buy
35
+12
+52% +$6.02K 0.01% 680
2025
Q4 		$13.4K Sell
23
-2
-8% -$1.25K ﹤0.01% 710
2025
Q3 		$17.4K Hold
25
– – 0.01% 656
2025
Q2 		$18.1K Sell
25
-1
-4% -$642 0.01% 639
2025
Q1 		$14.3K Sell
26
-6
-19% -$3.35K 0.01% 629
2024
Q4 		$14.3K Buy
+32
New +$13.7K 0.01% 612

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

Medallion Wealth Advisors's SPOT Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Spotify (SPOT) stake by 52% in Q1 2026, buying an estimated $6.02K and bringing the position to 35 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #680.

Medallion Wealth Advisors first reported a position in SPOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $18.1K in Q2 2025. 1,274 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Medallion Wealth Advisors held 35 shares of Spotify worth $17K as of Q1 2026.
  • Medallion Wealth Advisors bought 12 Spotify shares in Q1 2026, an estimated $6.02K.
  • Spotify made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #680 holding.
  • Medallion Wealth Advisors first reported a position in Spotify in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Spotify position peaked at $18.1K in Q2 2025.
  • 1,274 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.