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Phoenix Financial’s Spotify SPOT Stock Holding History

Phoenix 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 		$782K Sell
1,612
-30
-2% -$15.1K 0.01% 250
2025
Q4 		$948K Buy
+1,642
New +$1.03M 0.01% 234
2025
Q3 		– Sell
-2,606
Closed -$1.91M – 495
2025
Q2 		$1.91M Buy
+2,606
New +$1.67M 0.03% 188
2021
Q1 		– Sell
-790
Closed -$251K – 468
2020
Q4 		$251K Sell
790
-100
-11% -$28.2K 0.01% 323
2020
Q3 		$204K Sell
890
-106
-11% -$27.4K 0.01% 300
2020
Q2 		$249K Buy
+996
New +$171K 0.01% 277

Other funds holding SPOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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 $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 $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 $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Phoenix Financial's SPOT Position: Q1 2026 in Review

Phoenix Financial reduced its Spotify (SPOT) stake by 1.8% in Q1 2026, selling an estimated $15.1K and leaving 1,612 shares worth $782K. The position accounts for 0.01% of the portfolio, ranked #250.

Phoenix Financial first reported a position in SPOT in Q2 2020 and has held it in 6 quarters since. The position peaked at $1.91M in Q2 2025. 1,276 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Phoenix Financial held 1,612 shares of Spotify worth $782K as of Q1 2026.
  • Phoenix Financial sold 30 Spotify shares in Q1 2026, an estimated $15.1K.
  • Spotify made up 0.01% of Phoenix Financial's portfolio in Q1 2026, its #250 holding.
  • Phoenix Financial first reported a position in Spotify in Q2 2020 and has held it in 6 quarters since.
  • Phoenix Financial's Spotify position peaked at $1.91M in Q2 2025.
  • 1,276 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.