DWM
SPOT icon

Dakota Wealth Management’s Spotify SPOT Stock Holding History

Dakota Wealth Management’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
Q2 		$453K Buy
+987
New +$471K 0.01% 591
2026
Q1 		– Sell
-1,644
Closed -$955K – 837
2025
Q4 		$955K Sell
1,644
-22,082
-93% -$13.8M 0.02% 416
2025
Q3 		$16.6M Sell
23,726
-8,666
-27% -$6.06M 0.33% 60
2025
Q2 		$24.9M Buy
32,392
+25,693
+384% +$16.5M 0.52% 42
2025
Q1 		$3.68M Buy
6,699
+4,408
+192% +$2.46M 0.09% 177
2024
Q4 		$1.03M Buy
2,291
+602
+36% +$258K 0.02% 359
2024
Q3 		$622K Buy
1,689
+115
+7% +$38.2K 0.01% 472
2024
Q2 		$494K Buy
+1,574
New +$474K 0.01% 509

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Dakota Wealth Management's SPOT Position: Q2 2026 in Review

Dakota Wealth Management opened a new position in Spotify (SPOT) in Q2 2026: 987 shares worth $453K. The stake represents 0.01% of the portfolio and ranks #591 among its holdings. This is a return to the name: Dakota Wealth Management previously reported a position in SPOT as recently as Q4 2025.

Dakota Wealth Management first reported a position in SPOT in Q2 2024 and has held it in 8 quarters since. The position peaked at $24.9M in Q2 2025. 1,252 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Dakota Wealth Management held 987 shares of Spotify worth $453K as of Q2 2026.
  • Spotify was a new Dakota Wealth Management position in Q2 2026.
  • Spotify made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #591 holding.
  • Dakota Wealth Management first reported a position in Spotify in Q2 2024 and has held it in 8 quarters since.
  • Dakota Wealth Management's Spotify position peaked at $24.9M in Q2 2025.
  • 1,252 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.