Dakota Wealth Management
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
Q3 		$1.31M Buy
2,693
+1,706
+173% +$868K 0.02% 376
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 $6.79T AUM 37.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dakota Wealth Management's SPOT Position: Q3 2026 in Review

Dakota Wealth Management increased its Spotify (SPOT) stake by 173% in Q3 2026, buying an estimated $868K and bringing the position to 2,693 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #376.

Dakota Wealth Management first reported a position in SPOT in Q2 2024 and has held it in 9 quarters since. The position peaked at $24.9M in Q2 2025. 1,018 funds tracked by Wall St. Rank hold SPOT as of Q3 2026.

  • Dakota Wealth Management held 2,693 shares of Spotify worth $1.31M as of Q3 2026.
  • Dakota Wealth Management bought 1,706 Spotify shares in Q3 2026, an estimated $868K.
  • Spotify made up 0.02% of Dakota Wealth Management's portfolio in Q3 2026, its #376 holding.
  • Dakota Wealth Management first reported a position in Spotify in Q2 2024 and has held it in 9 quarters since.
  • Dakota Wealth Management's Spotify position peaked at $24.9M in Q2 2025.
  • 1,018 funds tracked by Wall St. Rank held Spotify as of Q3 2026.

Based on Dakota Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.