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Sagespring Wealth Partners’s Spotify SPOT Stock Holding History

Sagespring Wealth Partners’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 		$276K Sell
568
-68
-11% -$34.1K 0.01% 690
2025
Q4 		$370K Buy
636
+18
+3% +$11.3K 0.01% 561
2025
Q3 		$432K Sell
618
-123
-17% -$86K 0.01% 500
2025
Q2 		$568K Buy
741
+159
+27% +$102K 0.01% 404
2025
Q1 		$320K Buy
+582
New +$325K 0.01% 496

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

Sagespring Wealth Partners's SPOT Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Spotify (SPOT) stake by 11% in Q1 2026, selling an estimated $34.1K and leaving 568 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #690.

Sagespring Wealth Partners first reported a position in SPOT in Q1 2025 and has held it in 5 quarters since. The position peaked at $568K in Q2 2025. 1,274 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Sagespring Wealth Partners held 568 shares of Spotify worth $276K as of Q1 2026.
  • Sagespring Wealth Partners sold 68 Spotify shares in Q1 2026, an estimated $34.1K.
  • Spotify made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #690 holding.
  • Sagespring Wealth Partners first reported a position in Spotify in Q1 2025 and has held it in 5 quarters since.
  • Sagespring Wealth Partners's Spotify position peaked at $568K in Q2 2025.
  • 1,274 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.