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Stephens Consulting’s Spotify SPOT Stock Holding History

Stephens Consulting’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 		$2.32K Buy
+4
New +$2.5K ﹤0.01% 341
2025
Q3 		– Sell
-6
Closed -$4.61K – 1052
2025
Q2 		$4.61K Buy
+6
New +$3.85K ﹤0.01% 398
2022
Q4 		– Sell
-18
Closed -$1.55K – 553
2022
Q3 		$1.55K Hold
18
– – ﹤0.01% 499
2022
Q2 		$1.69K Hold
18
– – ﹤0.01% 488
2022
Q1 		$2.72K Hold
18
– – ﹤0.01% 484
2021
Q4 		$4.21K Buy
+18
New +$4.5K ﹤0.01% 515

Other funds holding SPOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Stephens Consulting's SPOT Position: Q4 2025 in Review

Stephens Consulting opened a new position in Spotify (SPOT) in Q4 2025: 4 shares worth $2.32K. The stake represents ﹤0.01% of the portfolio and ranks #341 among its holdings. This is a return to the name: Stephens Consulting previously reported a position in SPOT as recently as Q2 2025.

Stephens Consulting first reported a position in SPOT in Q4 2021 and has held it in 6 quarters since. The position peaked at $4.61K in Q2 2025. 1,321 funds tracked by Wall St. Rank hold SPOT as of Q4 2025.

  • Stephens Consulting held 4 shares of Spotify worth $2.32K as of Q4 2025.
  • Spotify was a new Stephens Consulting position in Q4 2025.
  • Spotify made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #341 holding.
  • Stephens Consulting first reported a position in Spotify in Q4 2021 and has held it in 6 quarters since.
  • Stephens Consulting's Spotify position peaked at $4.61K in Q2 2025.
  • 1,321 funds tracked by Wall St. Rank held Spotify as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.