Tred Avon Family Wealth’s Spotify SPOT Stock Holding History

Tred Avon Family Wealth’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	-622	Closed	-$361K	–	270
2025 Q4	$361K	Buy	+622	New	+$389K	0.12%	195

Other funds holding SPOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Tred Avon Family Wealth's SPOT Position: Q1 2026 in Review

Tred Avon Family Wealth sold out of Spotify (SPOT) in Q1 2026, closing a stake of 622 shares — an estimated $361K sold.

Tred Avon Family Wealth first reported a position in SPOT in Q4 2025 and held it in 1 quarter. The position peaked at $361K in Q4 2025. 1,274 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

Tred Avon Family Wealth reported no remaining Spotify position as of Q1 2026 after selling out during the quarter.
Tred Avon Family Wealth sold 622 Spotify shares in Q1 2026, an estimated $361K.
Tred Avon Family Wealth first reported a position in Spotify in Q4 2025 and held it in 1 quarter.
Tred Avon Family Wealth's Spotify position peaked at $361K in Q4 2025.
1,274 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.