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Wealthedge Investment Advisors’s Spotify SPOT Stock Holding History

Wealthedge Investment Advisors’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
-1,645
Closed -$1.15M – 146
2025
Q3 		$1.15M Buy
1,645
+327
+25% +$229K 0.43% 66
2025
Q2 		$1.01M Buy
1,318
+752
+133% +$483K 0.42% 71
2025
Q1 		$311K Sell
566
-340
-38% -$190K 0.14% 122
2024
Q4 		$405K Buy
+906
New +$388K 0.18% 105

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

Wealthedge Investment Advisors's SPOT Position: Q4 2025 in Review

Wealthedge Investment Advisors sold out of Spotify (SPOT) in Q4 2025, closing a stake of 1,645 shares — an estimated $1.15M sold.

Wealthedge Investment Advisors first reported a position in SPOT in Q4 2024 and held it in 4 quarters. The position peaked at $1.15M in Q3 2025. 1,322 funds tracked by Wall St. Rank hold SPOT as of Q4 2025.

  • Wealthedge Investment Advisors reported no remaining Spotify position as of Q4 2025 after selling out during the quarter.
  • Wealthedge Investment Advisors sold 1,645 Spotify shares in Q4 2025, an estimated $1.15M.
  • Wealthedge Investment Advisors first reported a position in Spotify in Q4 2024 and held it in 4 quarters.
  • Wealthedge Investment Advisors's Spotify position peaked at $1.15M in Q3 2025.
  • 1,322 funds tracked by Wall St. Rank held Spotify as of Q4 2025.

Based on Wealthedge Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.