PBF
SPOT icon

Petix & Botte Financial’s Spotify SPOT Stock Holding History

Petix & Botte Financial’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 		– Sell
-400
Closed -$232K – 142
2025
Q4 		$232K Hold
400
– – 0.05% 120
2025
Q3 		$279K Hold
400
– – 0.06% 115
2025
Q2 		$307K Hold
400
– – 0.08% 106
2025
Q1 		$220K Buy
+400
New +$224K 0.06% 122

Other funds holding SPOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Petix & Botte Financial's SPOT Position: Q1 2026 in Review

Petix & Botte Financial sold out of Spotify (SPOT) in Q1 2026, closing a stake of 400 shares — an estimated $232K sold.

Petix & Botte Financial first reported a position in SPOT in Q1 2025 and held it in 4 quarters. The position peaked at $307K in Q2 2025. 1,282 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Petix & Botte Financial reported no remaining Spotify position as of Q1 2026 after selling out during the quarter.
  • Petix & Botte Financial sold 400 Spotify shares in Q1 2026, an estimated $232K.
  • Petix & Botte Financial first reported a position in Spotify in Q1 2025 and held it in 4 quarters.
  • Petix & Botte Financial's Spotify position peaked at $307K in Q2 2025.
  • 1,282 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.