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Parkworth Wealth Management’s Spotify SPOT Stock Holding History

Parkworth Wealth Management’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 		$231K Hold
301
– – 0.17% 56
2025
Q1 		$166K Buy
301
+300
+30,000% +$168K 0.13% 63
2024
Q4 		$447 Buy
+1
New +$428 ﹤0.01% 467

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

Parkworth Wealth Management's SPOT Position: Q2 2025 in Review

Parkworth Wealth Management held its Spotify (SPOT) position steady in Q2 2025 at 301 shares worth $231K. The position accounts for 0.17% of the portfolio, ranked #56.

Parkworth Wealth Management first reported a position in SPOT in Q4 2024 and has held it in 3 quarters since. 1,327 funds tracked by Wall St. Rank hold SPOT as of Q2 2025.

  • Parkworth Wealth Management held 301 shares of Spotify worth $231K as of Q2 2025.
  • Parkworth Wealth Management left its Spotify share count unchanged in Q2 2025.
  • Spotify made up 0.17% of Parkworth Wealth Management's portfolio in Q2 2025, its #56 holding.
  • Parkworth Wealth Management first reported a position in Spotify in Q4 2024 and has held it in 3 quarters since.
  • 1,327 funds tracked by Wall St. Rank held Spotify as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.