Peak Planning Group’s Spotify SPOT Stock Holding History

Peak Planning 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 Q4	–	Sell	-396	Closed	-$276K	–	126
2025 Q3	$276K	Buy	396 +91	+30%	+$63.6K	0.14%	74
2025 Q2	$234K	Buy	+305	New	+$196K	0.15%	83

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Peak Planning Group's SPOT Position: Q4 2025 in Review

Peak Planning Group sold out of Spotify (SPOT) in Q4 2025, closing a stake of 396 shares — an estimated $276K sold.

Peak Planning Group first reported a position in SPOT in Q2 2025 and held it in 2 quarters. The position peaked at $276K in Q3 2025. 1,322 funds tracked by Wall St. Rank hold SPOT as of Q4 2025.

Peak Planning Group reported no remaining Spotify position as of Q4 2025 after selling out during the quarter.
Peak Planning Group sold 396 Spotify shares in Q4 2025, an estimated $276K.
Peak Planning Group first reported a position in Spotify in Q2 2025 and held it in 2 quarters.
Peak Planning Group's Spotify position peaked at $276K in Q3 2025.
1,322 funds tracked by Wall St. Rank held Spotify as of Q4 2025.

Based on Peak Planning Group's 13F filing for Q4 2025, filed 13 Feb 2026.