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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 – 809
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 -$36.5K – 444
2019
Q2 		$36.5K Buy
+250
New +$34.4K 0.01% 424

Other funds holding SPOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Meridian Wealth Management's SPOT Position: Q1 2026 in Review

Meridian Wealth Management sold out of Spotify (SPOT) in Q1 2026, closing a stake of 415 shares — an estimated $241K sold.

Meridian Wealth Management first reported a position in SPOT in Q2 2019 and held it in 6 quarters. The position peaked at $583K in Q3 2025. 1,283 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Meridian Wealth Management reported no remaining Spotify position as of Q1 2026 after selling out during the quarter.
  • Meridian Wealth Management sold 415 Spotify shares in Q1 2026, an estimated $241K.
  • Meridian Wealth Management first reported a position in Spotify in Q2 2019 and held it in 6 quarters.
  • Meridian Wealth Management's Spotify position peaked at $583K in Q3 2025.
  • 1,283 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.