MFA
SPOT icon

Morling Financial Advisors’s Spotify SPOT Stock Holding History

Morling Financial Advisors’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
-492
Closed -$286K – 113
2025
Q4 		$286K Hold
492
– – 0.09% 62
2025
Q3 		$343K Sell
492
-9
-2% -$6.29K 0.11% 55
2025
Q2 		$384K Sell
501
-207
-29% -$133K 0.13% 55
2025
Q1 		$389K Buy
708
+191
+37% +$107K 0.13% 56
2024
Q4 		$231K Buy
+517
New +$221K 0.08% 67

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

Morling Financial Advisors's SPOT Position: Q1 2026 in Review

Morling Financial Advisors sold out of Spotify (SPOT) in Q1 2026, closing a stake of 492 shares — an estimated $286K sold.

Morling Financial Advisors first reported a position in SPOT in Q4 2024 and held it in 5 quarters. The position peaked at $389K in Q1 2025. 1,283 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Morling Financial Advisors reported no remaining Spotify position as of Q1 2026 after selling out during the quarter.
  • Morling Financial Advisors sold 492 Spotify shares in Q1 2026, an estimated $286K.
  • Morling Financial Advisors first reported a position in Spotify in Q4 2024 and held it in 5 quarters.
  • Morling Financial Advisors's Spotify position peaked at $389K in Q1 2025.
  • 1,283 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Morling Financial Advisors's 13F filing for Q1 2026, filed 6 May 2026.