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MJT & Associates Financial Advisory’s Spotify SPOT Stock Holding History

MJT & Associates Financial Advisory’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
-9
Closed -$5.23K – 464
2025
Q4 		$5.23K Hold
9
– – ﹤0.01% 273
2025
Q3 		$6.28K Buy
+9
New +$6.29K 0.01% 261

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Wellington Management Group
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Jennison Associates
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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
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MJT & Associates Financial Advisory's SPOT Position: Q1 2026 in Review

MJT & Associates Financial Advisory sold out of Spotify (SPOT) in Q1 2026, closing a stake of 9 shares — an estimated $5.23K sold.

MJT & Associates Financial Advisory first reported a position in SPOT in Q3 2025 and held it in 2 quarters. The position peaked at $6.28K in Q3 2025. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • MJT & Associates Financial Advisory reported no remaining Spotify position as of Q1 2026 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 9 Spotify shares in Q1 2026, an estimated $5.23K.
  • MJT & Associates Financial Advisory first reported a position in Spotify in Q3 2025 and held it in 2 quarters.
  • MJT & Associates Financial Advisory's Spotify position peaked at $6.28K in Q3 2025.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q1 2026, filed 2 Apr 2026.