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Safe Harbor Fiduciary’s Spotify SPOT Stock Holding History

Safe Harbor Fiduciary’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
-33
Closed -$19.2K – 175
2025
Q4 		$19.2K Buy
+33
New +$20.6K 0.02% 127
2025
Q2 		$25.3K Hold
33
– – 0.02% 128
2025
Q1 		$18.2K Hold
33
– – 0.02% 130
2024
Q4 		$14.8K Hold
33
– – 0.02% 124
2024
Q3 		$12.2K Buy
+33
New +$11K 0.01% 130

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

Safe Harbor Fiduciary's SPOT Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of Spotify (SPOT) in Q1 2026, closing a stake of 33 shares — an estimated $19.2K sold.

Safe Harbor Fiduciary first reported a position in SPOT in Q3 2024 and held it in 5 quarters. The position peaked at $25.3K in Q2 2025. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Safe Harbor Fiduciary reported no remaining Spotify position as of Q1 2026 after selling out during the quarter.
  • Safe Harbor Fiduciary sold 33 Spotify shares in Q1 2026, an estimated $19.2K.
  • Safe Harbor Fiduciary first reported a position in Spotify in Q3 2024 and held it in 5 quarters.
  • Safe Harbor Fiduciary's Spotify position peaked at $25.3K in Q2 2025.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.