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Stonegate Investment Group’s Spotify SPOT Stock Holding History

Stonegate Investment Group’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 		$267K Buy
382
+71
+23% +$49.6K 0.01% 338
2025
Q2 		$239K Buy
+311
New +$200K 0.01% 348

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
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

Stonegate Investment Group's SPOT Position: Q3 2025 in Review

Stonegate Investment Group increased its Spotify (SPOT) stake by 23% in Q3 2025, buying an estimated $49.6K and bringing the position to 382 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #338.

Stonegate Investment Group first reported a position in SPOT in Q2 2025 and has held it in 2 quarters since. 1,350 funds tracked by Wall St. Rank hold SPOT as of Q3 2025.

  • Stonegate Investment Group held 382 shares of Spotify worth $267K as of Q3 2025.
  • Stonegate Investment Group bought 71 Spotify shares in Q3 2025, an estimated $49.6K.
  • Spotify made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #338 holding.
  • Stonegate Investment Group first reported a position in Spotify in Q2 2025 and has held it in 2 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Spotify as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.