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Precision Wealth Strategies’s Spotify SPOT Stock Holding History

Precision Wealth Strategies’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
-972
Closed -$678K – 183
2025
Q3 		$678K Buy
972
+6
+0.6% +$4.2K 0.22% 102
2025
Q2 		$741K Sell
966
-108
-10% -$69.3K 0.24% 77
2025
Q1 		$591K Buy
1,074
+130
+14% +$72.7K 0.45% 41
2024
Q4 		$422K Sell
944
-487
-34% -$209K 0.33% 67
2024
Q3 		$527K Buy
1,431
+181
+14% +$60.2K 0.49% 37
2024
Q2 		$392K Buy
+1,250
New +$376K 0.41% 57

Other funds holding SPOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Precision Wealth Strategies's SPOT Position: Q4 2025 in Review

Precision Wealth Strategies sold out of Spotify (SPOT) in Q4 2025, closing a stake of 972 shares — an estimated $678K sold.

Precision Wealth Strategies first reported a position in SPOT in Q2 2024 and held it in 6 quarters. The position peaked at $741K in Q2 2025. 1,322 funds tracked by Wall St. Rank hold SPOT as of Q4 2025.

  • Precision Wealth Strategies reported no remaining Spotify position as of Q4 2025 after selling out during the quarter.
  • Precision Wealth Strategies sold 972 Spotify shares in Q4 2025, an estimated $678K.
  • Precision Wealth Strategies first reported a position in Spotify in Q2 2024 and held it in 6 quarters.
  • Precision Wealth Strategies's Spotify position peaked at $741K in Q2 2025.
  • 1,322 funds tracked by Wall St. Rank held Spotify as of Q4 2025.

Based on Precision Wealth Strategies's 13F filing for Q4 2025, filed 30 Jan 2026.