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Meridian Wealth Management’s Spotify SPOT Stock Holding History

Meridian Wealth Management’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
-415
Closed -$241K – 810
2025
Q4 		$241K Sell
415
-420
-50% -$263K 0.01% 675
2025
Q3 		$583K Buy
835
+512
+159% +$358K 0.02% 437
2025
Q2 		$248K Sell
323
-112
-26% -$71.9K 0.01% 597
2025
Q1 		$239K Buy
+435
New +$243K 0.01% 563
2021
Q1 		– Sell
-705
Closed -$221K – 375
2020
Q4 		$221K Buy
+705
New +$199K 0.04% 303
2019
Q3 		– Sell
-250
Closed -$365 – 444
2019
Q2 		$365 Buy
+250
New +$34.4K 0.01% 424

Other funds holding SPOT

BlackRock
BlackRock New York $5.7T 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