OWA
SPOT icon

One Wealth Advisors’s Spotify SPOT Stock Holding History

One Wealth 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
2025
Q4 		– Sell
-359
Closed -$251K – 329
2025
Q3 		$251K Sell
359
-229
-39% -$160K 0.03% 263
2025
Q2 		$451K Sell
588
-331
-36% -$212K 0.06% 166
2025
Q1 		$505K Sell
919
-21
-2% -$11.7K 0.08% 148
2024
Q4 		$421K Buy
940
+147
+19% +$62.9K 0.06% 144
2024
Q3 		$292K Sell
793
-13
-2% -$4.32K 0.04% 206
2024
Q2 		$274K Buy
+806
New +$243K 0.06% 170

Other funds holding SPOT

BlackRock
BlackRock New York $5.7T 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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return