PCS
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Personal CFO Solutions’s Spotify SPOT Stock Holding History

Personal CFO Solutions’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 		$1.04M Buy
2,141
+149
+7% +$74.8K 0.15% 124
2025
Q4 		$1.16M Sell
1,992
-318
-14% -$199K 0.18% 101
2025
Q3 		$1.61M Sell
2,310
-31
-1% -$21.7K 0.28% 63
2025
Q2 		$1.8M Sell
2,341
-171
-7% -$110K 0.33% 55
2025
Q1 		$1.38M Sell
2,512
-174
-6% -$97.2K 0.28% 73
2024
Q4 		$1.2M Buy
2,686
+109
+4% +$46.7K 0.24% 84
2024
Q3 		$950K Buy
2,577
+216
+9% +$71.8K 0.13% 148
2024
Q2 		$741K Buy
+2,361
New +$711K 0.11% 177
2020
Q1 		– Sell
-1,537
Closed -$229K – 360
2019
Q4 		$229K Buy
+1,537
New +$211K 0.07% 286

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

Personal CFO Solutions's SPOT Position: Q1 2026 in Review

Personal CFO Solutions increased its Spotify (SPOT) stake by 7.5% in Q1 2026, buying an estimated $74.8K and bringing the position to 2,141 shares worth $1.04M. The position accounts for 0.15% of the portfolio, ranked #124.

Personal CFO Solutions first reported a position in SPOT in Q4 2019 and has held it in 9 quarters since. The position peaked at $1.8M in Q2 2025. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Personal CFO Solutions held 2,141 shares of Spotify worth $1.04M as of Q1 2026.
  • Personal CFO Solutions bought 149 Spotify shares in Q1 2026, an estimated $74.8K.
  • Spotify made up 0.15% of Personal CFO Solutions's portfolio in Q1 2026, its #124 holding.
  • Personal CFO Solutions first reported a position in Spotify in Q4 2019 and has held it in 9 quarters since.
  • Personal CFO Solutions's Spotify position peaked at $1.8M in Q2 2025.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.