PIA
SPOT icon

Perennial Investment Advisors’s Spotify SPOT Stock Holding History

Perennial Investment 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
2026
Q1 		$247K Sell
509
-32
-6% -$16.1K 0.02% 438
2025
Q4 		$314K Sell
541
-25
-4% -$15.6K 0.02% 365
2025
Q3 		$395K Buy
566
+14
+3% +$9.79K 0.03% 300
2025
Q2 		$424K Sell
552
-37
-6% -$23.7K 0.04% 277
2025
Q1 		$324K Buy
+589
New +$329K 0.04% 310

Other funds holding SPOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Perennial Investment Advisors's SPOT Position: Q1 2026 in Review

Perennial Investment Advisors reduced its Spotify (SPOT) stake by 5.9% in Q1 2026, selling an estimated $16.1K and leaving 509 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #438.

Perennial Investment Advisors first reported a position in SPOT in Q1 2025 and has held it in 5 quarters since. The position peaked at $424K in Q2 2025. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Perennial Investment Advisors held 509 shares of Spotify worth $247K as of Q1 2026.
  • Perennial Investment Advisors sold 32 Spotify shares in Q1 2026, an estimated $16.1K.
  • Spotify made up 0.02% of Perennial Investment Advisors's portfolio in Q1 2026, its #438 holding.
  • Perennial Investment Advisors first reported a position in Spotify in Q1 2025 and has held it in 5 quarters since.
  • Perennial Investment Advisors's Spotify position peaked at $424K in Q2 2025.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.