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Advus Financial Partners, LLC’s Spotify SPOT Stock Holding History

Advus Financial Partners, LLC’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
-358
Closed -$250K – 271
2025
Q3 		$250K Sell
358
-53
-13% -$37.1K 0.06% 225
2025
Q2 		$315K Sell
411
-104
-20% -$66.8K 0.08% 184
2025
Q1 		$283K Buy
+515
New +$288K 0.08% 181

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
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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

Advus Financial Partners, LLC's SPOT Position: Q4 2025 in Review

Advus Financial Partners, LLC sold out of Spotify (SPOT) in Q4 2025, closing a stake of 358 shares — an estimated $250K sold.

Advus Financial Partners, LLC first reported a position in SPOT in Q1 2025 and held it in 3 quarters. The position peaked at $315K in Q2 2025. 1,322 funds tracked by Wall St. Rank hold SPOT as of Q4 2025.

  • Advus Financial Partners, LLC reported no remaining Spotify position as of Q4 2025 after selling out during the quarter.
  • Advus Financial Partners, LLC sold 358 Spotify shares in Q4 2025, an estimated $250K.
  • Advus Financial Partners, LLC first reported a position in Spotify in Q1 2025 and held it in 3 quarters.
  • Advus Financial Partners, LLC's Spotify position peaked at $315K in Q2 2025.
  • 1,322 funds tracked by Wall St. Rank held Spotify as of Q4 2025.

Based on Advus Financial Partners, LLC's 13F filing for Q4 2025, filed 25 Aug 2026.