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Park Square Financial Group’s Spotify SPOT Stock Holding History

Park Square 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
-210
Closed -$161K – 848
2025
Q2 		$161K Sell
210
-38
-15% -$24.4K 0.12% 131
2025
Q1 		$136K Sell
248
-12
-5% -$6.71K 0.11% 128
2024
Q4 		$116K Buy
+260
New +$111K 0.08% 159

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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
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Park Square Financial Group's SPOT Position: Q3 2025 in Review

Park Square Financial Group sold out of Spotify (SPOT) in Q3 2025, closing a stake of 210 shares — an estimated $161K sold.

Park Square Financial Group first reported a position in SPOT in Q4 2024 and held it in 3 quarters. The position peaked at $161K in Q2 2025. 1,349 funds tracked by Wall St. Rank hold SPOT as of Q3 2025.

  • Park Square Financial Group reported no remaining Spotify position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 210 Spotify shares in Q3 2025, an estimated $161K.
  • Park Square Financial Group first reported a position in Spotify in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Spotify position peaked at $161K in Q2 2025.
  • 1,349 funds tracked by Wall St. Rank held Spotify as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.