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Symphony Financial’s Spotify SPOT Stock Holding History

Symphony Financial’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
-411
Closed -$239K – 334
2025
Q4 		$239K Buy
411
+114
+38% +$71.3K 0.03% 258
2025
Q3 		$207K Sell
297
-4,421
-94% -$3.09M 0.03% 260
2025
Q2 		$277K Buy
+4,718
New +$3.03M 0.04% 209
2021
Q2 		– Sell
-889
Closed -$251K – 196
2021
Q1 		$251K Buy
889
+119
+15% +$37.1K 0.07% 176
2020
Q4 		$239K Buy
+770
New +$217K 0.09% 144
2020
Q3 		– Sell
-806
Closed -$208K – 158
2020
Q2 		$208K Buy
+806
New +$138K 0.1% 130

Other funds holding SPOT

BlackRock
BlackRock New York $5.7T 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