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Mission Wealth Management’s Spotify SPOT Stock Holding History

Mission 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
2025
Q3 		– Sell
-1,553
Closed -$1.19M – 734
2025
Q2 		$1.19M Buy
+1,553
New +$997K 0.03% 297
2025
Q1 		– Sell
-3,614
Closed -$1.62M – 706
2024
Q4 		$1.62M Sell
3,614
-839
-19% -$359K 0.04% 211
2024
Q3 		$1.64M Sell
4,453
-2,755
-38% -$916K 0.04% 206
2024
Q2 		$2.26M Buy
+7,208
New +$2.17M 0.06% 159

Other funds holding SPOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mission Wealth Management's SPOT Position: Q3 2025 in Review

Mission Wealth Management sold out of Spotify (SPOT) in Q3 2025, closing a stake of 1,553 shares — an estimated $1.19M sold.

Mission Wealth Management first reported a position in SPOT in Q2 2024 and held it in 4 quarters. The position peaked at $2.26M in Q2 2024. 1,349 funds tracked by Wall St. Rank hold SPOT as of Q3 2025.

  • Mission Wealth Management reported no remaining Spotify position as of Q3 2025 after selling out during the quarter.
  • Mission Wealth Management sold 1,553 Spotify shares in Q3 2025, an estimated $1.19M.
  • Mission Wealth Management first reported a position in Spotify in Q2 2024 and held it in 4 quarters.
  • Mission Wealth Management's Spotify position peaked at $2.26M in Q2 2024.
  • 1,349 funds tracked by Wall St. Rank held Spotify as of Q3 2025.

Based on Mission Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.