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Mount Yale Investment Advisors’s Spotify SPOT Stock Holding History

Mount Yale Investment 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 		$7.71M Buy
15,897
+13,801
+658% +$6.93M 0.18% 129
2025
Q4 		$1.22M Buy
2,096
+1,124
+116% +$703K 0.06% 286
2025
Q3 		$678K Sell
972
-14,519
-94% -$10.2M 0.05% 352
2025
Q2 		$11.9M Sell
15,491
-958
-6% -$615K 0.93% 18
2025
Q1 		$9.05M Sell
16,449
-1,340
-8% -$749K 0.78% 18
2024
Q4 		$7.96M Sell
17,789
-854
-5% -$366K 0.64% 22
2024
Q3 		$6.87M Buy
18,643
+636
+4% +$211K 0.66% 17
2024
Q2 		$5.65M Buy
18,007
+4,776
+36% +$1.44M 0.45% 39
2024
Q1 		$3.49M Sell
13,231
-486
-4% -$114K 0.27% 78
2023
Q4 		$2.58M Buy
13,717
+675
+5% +$118K 0.24% 98
2023
Q3 		$2.02M Buy
13,042
+35
+0.3% +$5.33K 0.22% 104
2023
Q2 		$2.09M Sell
13,007
-1,062
-8% -$154K 0.22% 102
2023
Q1 		$1.88M Hold
14,069
– – 0.21% 110
2022
Q4 		$1.11M Sell
14,069
-1
-0% -$81 0.13% 167
2022
Q3 		$1.21M Hold
14,070
– – 0.16% 139
2022
Q2 		$1.32M Hold
14,070
– – 0.17% 140
2022
Q1 		$2.13M Buy
14,070
+1
+0% +$171 0.23% 107
2021
Q4 		$3.29M Sell
14,069
-10
-0.1% -$2.5K 0.34% 69
2021
Q3 		$3.17M Buy
14,079
+2
+0% +$471 0.37% 67
2021
Q2 		$3.88M Sell
14,077
-5
-0% -$1.27K 0.47% 52
2021
Q1 		$3.77M Sell
14,082
-1,518
-10% -$473K 0.49% 49
2020
Q4 		$4.91M Buy
15,600
+10
+0.1% +$2.82K 0.69% 36
2020
Q3 		$3.78M Sell
15,590
-96
-0.6% -$24.8K 0.54% 44
2020
Q2 		$4.05M Sell
15,686
-3,045
-16% -$522K 0.73% 34
2020
Q1 		$2.27M Buy
18,731
+111
+0.6% +$15.7K 0.51% 46
2019
Q4 		$2.63M Hold
18,620
– – 0.46% 51
2019
Q3 		$2.73M Sell
18,620
-680
-4% -$96K 0.49% 49
2019
Q2 		$2.93M Hold
19,300
– – 0.54% 41
2019
Q1 		$2.68M Buy
+19,300
New +$2.64M 0.5% 47

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 $167B AUM 44.17% 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 $315B AUM 27.84% 1-Year Est. Return

Mount Yale Investment Advisors's SPOT Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Spotify (SPOT) stake by 658% in Q1 2026, buying an estimated $6.93M and bringing the position to 15,897 shares worth $7.71M. The position accounts for 0.18% of the portfolio, ranked #129.

Mount Yale Investment Advisors first reported a position in SPOT in Q1 2019 and has held it in 29 quarters since. The position peaked at $11.9M in Q2 2025. 1,274 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Mount Yale Investment Advisors held 15,897 shares of Spotify worth $7.71M as of Q1 2026.
  • Mount Yale Investment Advisors bought 13,801 Spotify shares in Q1 2026, an estimated $6.93M.
  • Spotify made up 0.18% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #129 holding.
  • Mount Yale Investment Advisors first reported a position in Spotify in Q1 2019 and has held it in 29 quarters since.
  • Mount Yale Investment Advisors's Spotify position peaked at $11.9M in Q2 2025.
  • 1,274 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.