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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
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 $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

Dakota Wealth Management's SPOT Position: Q1 2026 in Review

Dakota Wealth Management sold out of Spotify (SPOT) in Q1 2026, closing a stake of 1,644 shares — an estimated $955K sold.

Dakota Wealth Management first reported a position in SPOT in Q2 2024 and held it in 7 quarters. The position peaked at $24.9M in Q2 2025. 1,272 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Dakota Wealth Management reported no remaining Spotify position as of Q1 2026 after selling out during the quarter.
  • Dakota Wealth Management sold 1,644 Spotify shares in Q1 2026, an estimated $955K.
  • Dakota Wealth Management first reported a position in Spotify in Q2 2024 and held it in 7 quarters.
  • Dakota Wealth Management's Spotify position peaked at $24.9M in Q2 2025.
  • 1,272 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.