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Wealthspire Advisors (New York)’s Spotify SPOT Stock Holding History

Wealthspire Advisors (New York)’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
-991
Closed -$576K – 1082
2025
Q4 		$576K Buy
991
+213
+27% +$133K ﹤0.01% 563
2025
Q3 		$543K Buy
778
+24
+3% +$16.8K ﹤0.01% 512
2025
Q2 		$579K Sell
754
-47
-6% -$30.2K ﹤0.01% 504
2025
Q1 		$441K Sell
801
-63
-7% -$35.2K ﹤0.01% 550
2024
Q4 		$387K Buy
+864
New +$370K ﹤0.01% 581

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

Wealthspire Advisors (New York)'s SPOT Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Spotify (SPOT) in Q1 2026, closing a stake of 991 shares — an estimated $576K sold.

Wealthspire Advisors (New York) first reported a position in SPOT in Q4 2024 and held it in 5 quarters. The position peaked at $579K in Q2 2025. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Spotify position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 991 Spotify shares in Q1 2026, an estimated $576K.
  • Wealthspire Advisors (New York) first reported a position in Spotify in Q4 2024 and held it in 5 quarters.
  • Wealthspire Advisors (New York)'s Spotify position peaked at $579K in Q2 2025.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.