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Van Hulzen Asset Management’s Spotify SPOT Stock Holding History

Van Hulzen Asset 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
Q1 		– Sell
-130
Closed -$58.2K – 991
2024
Q4 		$58.2K Buy
+130
New +$55.7K ﹤0.01% 481
2021
Q4 		– Sell
-1,200
Closed -$270K – 318
2021
Q3 		$270K Hold
1,200
– – 0.04% 220
2021
Q2 		$331K Buy
1,200
+200
+20% +$50.7K 0.05% 198
2021
Q1 		$268K Hold
1,000
– – 0.04% 208
2020
Q4 		$315K Hold
1,000
– – 0.05% 206
2020
Q3 		$243K Hold
1,000
– – 0.04% 221
2020
Q2 		$258K Buy
+1,000
New +$171K 0.04% 208

Other funds holding SPOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Van Hulzen Asset Management's SPOT Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Spotify (SPOT) in Q1 2025, closing a stake of 130 shares — an estimated $58.2K sold.

Van Hulzen Asset Management first reported a position in SPOT in Q2 2020 and held it in 7 quarters. The position peaked at $331K in Q2 2021. 1,168 funds tracked by Wall St. Rank hold SPOT as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Spotify position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 130 Spotify shares in Q1 2025, an estimated $58.2K.
  • Van Hulzen Asset Management first reported a position in Spotify in Q2 2020 and held it in 7 quarters.
  • Van Hulzen Asset Management's Spotify position peaked at $331K in Q2 2021.
  • 1,168 funds tracked by Wall St. Rank held Spotify as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.