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West Oak Capital’s Spotify SPOT Stock Holding History

West Oak Capital’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
Q3 		$42 Hold
6
– – ﹤0.01% 234
2025
Q2 		$46 Hold
6
– – ﹤0.01% 262
2025
Q1 		$33 Hold
6
– – ﹤0.01% 265
2024
Q4 		$27K Hold
6
– – ﹤0.01% 272
2024
Q3 		$22 Buy
+6
New +$2K ﹤0.01% 272

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

West Oak Capital's SPOT Position: Q3 2025 in Review

West Oak Capital held its Spotify (SPOT) position steady in Q3 2025 at 6 shares worth $42. The position accounts for ﹤0.01% of the portfolio, ranked #234.

West Oak Capital first reported a position in SPOT in Q3 2024 and has held it in 5 quarters since. The position peaked at $27K in Q4 2024. 1,350 funds tracked by Wall St. Rank hold SPOT as of Q3 2025.

  • West Oak Capital held 6 shares of Spotify worth $42 as of Q3 2025.
  • West Oak Capital left its Spotify share count unchanged in Q3 2025.
  • Spotify made up ﹤0.01% of West Oak Capital's portfolio in Q3 2025, its #234 holding.
  • West Oak Capital first reported a position in Spotify in Q3 2024 and has held it in 5 quarters since.
  • West Oak Capital's Spotify position peaked at $27K in Q4 2024.
  • 1,350 funds tracked by Wall St. Rank held Spotify as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.