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Tower View Wealth Management’s Spotify SPOT Stock Holding History

Tower View Wealth 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
2026
Q1 		$2.38M Sell
4,906
-186
-4% -$93.3K 1.22% 31
2025
Q4 		$2.96M Buy
5,092
+51
+1% +$31.9K 1.46% 26
2025
Q3 		$3.52M Buy
5,041
+96
+2% +$67.1K 1.82% 24
2025
Q2 		$3.79M Buy
4,945
+1,650
+50% +$1.06M 1.97% 23
2025
Q1 		$1.81M Buy
+3,295
New +$1.84M 1.06% 38
2022
Q2 		– Sell
-4,891
Closed -$739K – 194
2022
Q1 		$739K Sell
4,891
-10
-0.2% -$1.71K 0.4% 56
2021
Q4 		$1.15M Buy
4,901
+100
+2% +$25K 0.58% 54
2021
Q3 		$1.08M Buy
4,801
+805
+20% +$190K 0.6% 55
2021
Q2 		$1.1M Buy
3,996
+150
+4% +$38.1K 0.56% 61
2021
Q1 		$1.03M Buy
3,846
+151
+4% +$47.1K 0.56% 62
2020
Q4 		$1.16M Sell
3,695
-171
-4% -$48.3K 0.66% 55
2020
Q3 		$938K Sell
3,866
-1,586
-29% -$410K 0.61% 58
2020
Q2 		$1.41M Sell
5,452
-1,591
-23% -$273K 1.03% 43
2020
Q1 		$855K Buy
7,043
+190
+3% +$26.9K 0.77% 46
2019
Q4 		$1.02M Buy
6,853
+32
+0.5% +$4.39K 0.78% 46
2019
Q3 		$778K Buy
6,821
+65
+1% +$9.18K 0.64% 48
2019
Q2 		$988K Buy
6,756
+665
+11% +$91.5K 0.84% 45
2019
Q1 		$845K Buy
6,091
+1,970
+48% +$269K 0.75% 46
2018
Q4 		$468K Buy
4,121
+160
+4% +$22.4K 0.48% 52
2018
Q3 		$716K Buy
+3,961
New +$727K 0.63% 51

Other funds holding SPOT

BlackRock
BlackRock New York $5.72T 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

Tower View Wealth Management's SPOT Position: Q1 2026 in Review

Tower View Wealth Management reduced its Spotify (SPOT) stake by 3.7% in Q1 2026, selling an estimated $93.3K and leaving 4,906 shares worth $2.38M. The position accounts for 1.22% of the portfolio, ranked #31.

Tower View Wealth Management first reported a position in SPOT in Q3 2018 and has held it in 20 quarters since. The position peaked at $3.79M in Q2 2025. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Tower View Wealth Management held 4,906 shares of Spotify worth $2.38M as of Q1 2026.
  • Tower View Wealth Management sold 186 Spotify shares in Q1 2026, an estimated $93.3K.
  • Spotify made up 1.22% of Tower View Wealth Management's portfolio in Q1 2026, its #31 holding.
  • Tower View Wealth Management first reported a position in Spotify in Q3 2018 and has held it in 20 quarters since.
  • Tower View Wealth Management's Spotify position peaked at $3.79M in Q2 2025.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.