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Oliver Lagore Vanvalin Investment Group’s Spotify SPOT Stock Holding History

Oliver Lagore Vanvalin Investment 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
Q2 		$40.2K Buy
+73
New +$46.9K 0.02% 272
2024
Q4 		$43.8K Buy
98
+5
+5% +$2.14K 0.01% 269
2024
Q3 		$34.3K Buy
93
+36
+63% +$12K 0.01% 283
2024
Q2 		$17.9K Buy
+57
New +$17.2K 0.01% 343

Other funds holding SPOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's SPOT Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Spotify (SPOT) in Q2 2025: 73 shares worth $40.2K. The stake represents 0.02% of the portfolio and ranks #272 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in SPOT as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in SPOT in Q2 2024 and has held it in 4 quarters since. The position peaked at $43.8K in Q4 2024. 1,327 funds tracked by Wall St. Rank hold SPOT as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 73 shares of Spotify worth $40.2K as of Q2 2025.
  • Spotify was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • Spotify made up 0.02% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #272 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Spotify in Q2 2024 and has held it in 4 quarters since.
  • Oliver Lagore Vanvalin Investment Group's Spotify position peaked at $43.8K in Q4 2024.
  • 1,327 funds tracked by Wall St. Rank held Spotify as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.