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WealthPLAN Partners’s Spotify SPOT Stock Holding History

WealthPLAN Partners’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 		$270K Sell
556
-197
-26% -$98.9K 0.05% 199
2025
Q4 		$437K Hold
753
– – 0.07% 198
2025
Q3 		$526K Hold
753
– – 0.08% 170
2025
Q2 		$578K Hold
753
– – 0.09% 160
2025
Q1 		$414K Hold
753
– – 0.06% 181
2024
Q4 		$337K Buy
753
+34
+5% +$14.6K 0.05% 203
2024
Q3 		$265K Sell
719
-181
-20% -$60.2K 0.04% 236
2024
Q2 		$282K Sell
900
-18
-2% -$5.42K 0.03% 260
2024
Q1 		$242K Buy
+918
New +$216K 0.03% 281
2023
Q3 		– Sell
-1,183
Closed -$190K – 1047
2023
Q2 		$190K Sell
1,183
-168
-12% -$24.3K 0.03% 296
2023
Q1 		$181K Sell
1,351
-1,007
-43% -$115K 0.02% 327
2022
Q4 		$297K Buy
+2,358
New +$190K 0.02% 316
2022
Q1 		$2.82M Buy
27,749
+13,710
+98% +$2.34M 0.2% 104
2021
Q4 		$2.75M Buy
14,039
+430
+3% +$108K 0.18% 101
2021
Q3 		$3.25M Buy
13,609
+1,109
+9% +$261K 0.22% 93
2021
Q2 		$2.67M Buy
12,500
+3,542
+40% +$899K 0.19% 92
2021
Q1 		$2.15M Buy
8,958
+1,887
+27% +$588K 0.17% 94
2020
Q4 		$2.23M Buy
7,071
+4,714
+200% +$1.33M 0.19% 92
2020
Q3 		$610K Buy
+2,357
New +$609K 0.06% 175

Other funds holding SPOT

BlackRock
BlackRock New York $5.7T 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