Shufro Rose & Co
SPOT icon

Shufro Rose & Co’s Spotify SPOT Stock Holding History

Shufro Rose & Co’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
Q3 		– Sell
-445
Closed -$204K – 284
2026
Q2 		$204K Hold
445
– – 0.01% 290
2026
Q1 		$216K Sell
445
-5
-1% -$2.51K 0.01% 279
2025
Q4 		$261K Buy
450
+5
+1% +$3.13K 0.02% 248
2025
Q3 		$245K Hold
445
– – 0.02% 260
2025
Q2 		$245K Hold
445
– – 0.02% 258
2025
Q1 		$245K Buy
+445
New +$249K 0.02% 261

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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Shufro Rose & Co's SPOT Position: Q3 2026 in Review

Shufro Rose & Co sold out of Spotify (SPOT) in Q3 2026, closing a stake of 445 shares — an estimated $204K sold.

Shufro Rose & Co first reported a position in SPOT in Q1 2025 and held it in 6 quarters. The position peaked at $261K in Q4 2025. 1,018 funds tracked by Wall St. Rank hold SPOT as of Q3 2026.

  • Shufro Rose & Co reported no remaining Spotify position as of Q3 2026 after selling out during the quarter.
  • Shufro Rose & Co sold 445 Spotify shares in Q3 2026, an estimated $204K.
  • Shufro Rose & Co first reported a position in Spotify in Q1 2025 and held it in 6 quarters.
  • Shufro Rose & Co's Spotify position peaked at $261K in Q4 2025.
  • 1,018 funds tracked by Wall St. Rank held Spotify as of Q3 2026.

Based on Shufro Rose & Co's 13F filing for Q3 2026, filed 10 Nov 2026.