MCM
SPOT icon

Monument Capital Management’s Spotify SPOT Stock Holding History

Monument Capital 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
-418
Closed -$243K – 243
2025
Q4 		$243K Buy
418
+10
+2% +$6.25K 0.06% 196
2025
Q3 		$285K Hold
408
– – 0.07% 175
2025
Q2 		$313K Buy
408
+36
+10% +$23.1K 0.08% 163
2025
Q1 		$205K Buy
+372
New +$208K 0.06% 187

Other funds holding SPOT

BlackRock
BlackRock New York $5.72T 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

Monument Capital Management's SPOT Position: Q1 2026 in Review

Monument Capital Management sold out of Spotify (SPOT) in Q1 2026, closing a stake of 418 shares — an estimated $243K sold.

Monument Capital Management first reported a position in SPOT in Q1 2025 and held it in 4 quarters. The position peaked at $313K in Q2 2025. 1,274 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Monument Capital Management reported no remaining Spotify position as of Q1 2026 after selling out during the quarter.
  • Monument Capital Management sold 418 Spotify shares in Q1 2026, an estimated $243K.
  • Monument Capital Management first reported a position in Spotify in Q1 2025 and held it in 4 quarters.
  • Monument Capital Management's Spotify position peaked at $313K in Q2 2025.
  • 1,274 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Monument Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.