Milestone Asset Management’s Spotify SPOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$582K Buy
1,194
+56
+5% +$28.5K 0.09% 167
2026
Q2
$522K Buy
+1,138
New +$542K 0.08% 181

Other funds holding SPOT

Milestone Asset Management's SPOT Position: Q3 2026 in Review

Milestone Asset Management increased its Spotify (SPOT) stake by 4.9% in Q3 2026, buying an estimated $28.5K and bringing the position to 1,194 shares worth $582K. The position accounts for 0.09% of the portfolio, ranked #167.

Milestone Asset Management first reported a position in SPOT in Q2 2026 and has held it in 2 quarters since. 134 funds tracked by Wall St. Rank hold SPOT as of Q3 2026.

  • Milestone Asset Management held 1,194 shares of Spotify worth $582K as of Q3 2026.
  • Milestone Asset Management bought 56 Spotify shares in Q3 2026, an estimated $28.5K.
  • Spotify made up 0.09% of Milestone Asset Management's portfolio in Q3 2026, its #167 holding.
  • Milestone Asset Management first reported a position in Spotify in Q2 2026 and has held it in 2 quarters since.
  • 134 funds tracked by Wall St. Rank held Spotify as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.