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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 – 195
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 $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Symphony Financial's SPOT Position: Q1 2026 in Review

Symphony Financial sold out of Spotify (SPOT) in Q1 2026, closing a stake of 411 shares — an estimated $239K sold.

Symphony Financial first reported a position in SPOT in Q2 2020 and held it in 6 quarters. The position peaked at $277K in Q2 2025. 1,283 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Symphony Financial reported no remaining Spotify position as of Q1 2026 after selling out during the quarter.
  • Symphony Financial sold 411 Spotify shares in Q1 2026, an estimated $239K.
  • Symphony Financial first reported a position in Spotify in Q2 2020 and held it in 6 quarters.
  • Symphony Financial's Spotify position peaked at $277K in Q2 2025.
  • 1,283 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Symphony Financial's 13F filing for Q1 2026, filed 1 May 2026.