Norris Financial Group’s Spotify SPOT Stock Holding History

Norris Financial Group’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	-1,852	Closed	-$1.42M	–	105
2025 Q2	$1.42M	Buy	+1,852	New	+$1.19M	0.58%	48

Other funds holding SPOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norris Financial Group's SPOT Position: Q3 2025 in Review

Norris Financial Group sold out of Spotify (SPOT) in Q3 2025, closing a stake of 1,852 shares — an estimated $1.42M sold.

Norris Financial Group first reported a position in SPOT in Q2 2025 and held it in 1 quarter. The position peaked at $1.42M in Q2 2025. 1,352 funds tracked by Wall St. Rank hold SPOT as of Q3 2025.

Norris Financial Group reported no remaining Spotify position as of Q3 2025 after selling out during the quarter.
Norris Financial Group sold 1,852 Spotify shares in Q3 2025, an estimated $1.42M.
Norris Financial Group first reported a position in Spotify in Q2 2025 and held it in 1 quarter.
Norris Financial Group's Spotify position peaked at $1.42M in Q2 2025.
1,352 funds tracked by Wall St. Rank held Spotify as of Q3 2025.

Based on Norris Financial Group's 13F filing for Q3 2025, filed 20 May 2026.