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Richardson Financial Services’s Spotify SPOT Stock Holding History

Richardson Financial Services’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
Q3 		– Sell
-1
Closed -$767 – 580
2025
Q2 		$767 Hold
1
– – ﹤0.01% 552
2025
Q1 		$550 Hold
1
– – ﹤0.01% 564
2024
Q4 		$447 Buy
+1
New +$428 ﹤0.01% 587

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Richardson Financial Services's SPOT Position: Q3 2025 in Review

Richardson Financial Services sold out of Spotify (SPOT) in Q3 2025, closing a stake of 1 share — an estimated $767 sold.

Richardson Financial Services first reported a position in SPOT in Q4 2024 and held it in 3 quarters. The position peaked at $767 in Q2 2025. 1,349 funds tracked by Wall St. Rank hold SPOT as of Q3 2025.

  • Richardson Financial Services reported no remaining Spotify position as of Q3 2025 after selling out during the quarter.
  • Richardson Financial Services sold 1 Spotify share in Q3 2025, an estimated $767.
  • Richardson Financial Services first reported a position in Spotify in Q4 2024 and held it in 3 quarters.
  • Richardson Financial Services's Spotify position peaked at $767 in Q2 2025.
  • 1,349 funds tracked by Wall St. Rank held Spotify as of Q3 2025.

Based on Richardson Financial Services's 13F filing for Q3 2025, filed 28 Oct 2025.