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Tortoise Investment Management’s Spotify SPOT Stock Holding History

Tortoise Investment Management’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 		– Sell
-8
Closed -$5.58K – 1266
2025
Q3 		$5.58K Buy
8
+3
+60% +$2.1K ﹤0.01% 684
2025
Q2 		$3.84K Buy
+5
New +$3.21K ﹤0.01% 688

Other funds holding SPOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Tortoise Investment Management's SPOT Position: Q4 2025 in Review

Tortoise Investment Management sold out of Spotify (SPOT) in Q4 2025, closing a stake of 8 shares — an estimated $5.58K sold.

Tortoise Investment Management first reported a position in SPOT in Q2 2025 and held it in 2 quarters. The position peaked at $5.58K in Q3 2025. 1,322 funds tracked by Wall St. Rank hold SPOT as of Q4 2025.

  • Tortoise Investment Management reported no remaining Spotify position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 8 Spotify shares in Q4 2025, an estimated $5.58K.
  • Tortoise Investment Management first reported a position in Spotify in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's Spotify position peaked at $5.58K in Q3 2025.
  • 1,322 funds tracked by Wall St. Rank held Spotify as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.