Dakota Wealth Management Sells in Q4 2025

Dakota Wealth Management

  • $5.42 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-255K
- 61.75%
$99.87 - $101.27 $25.5M - $25.8M
158K $15.8M
SPOT
Spotify Technology S.A.

Communication Services
-22.1K
- 93.07%
$616.91 - $707.3 $13.6M - $15.6M
1.64K $1.05M
META
Meta Platforms, Inc.

Communication Services
-4.79K
- 6.11%
$609.01 - $751.67 $2.92M - $3.6M
73.6K $44.9M
ORCL
Oracle Corp

Technology
-28.7K
- 27.69%
$217.57 - $313.0 $6.24M - $8.97M
74.8K $16.5M
APP
App Lovin Corp

Technology
-12.4K
- 53.77%
$552.64 - $704.09 $6.85M - $8.73M
10.7K $5.94M
SO
Southern CO

Utilities
-105K
- 93.5%
$90.58 - $99.72 $9.52M - $10.5M
7.31K $661K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-73.8K
- 5.68%
$91.46 - $91.76 $6.75M - $6.77M
1.22M $112M
MELI
Mercadolibre Inc

Consumer Cyclical
-2.56K
- 78.87%
$2024.98 - $2360.76 $5.19M - $6.05M
686 $1.41M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-52.2K
- 92.1%
$111.17 - $117.03 $5.8M - $6.11M
4.48K $504K
HD
Home Depot, Inc.

Consumer Cyclical
-9.6K
- 18.01%
$358.03 - $397.02 $3.44M - $3.81M
43.7K $15.6M
HOOD
Robinhood Markets, Inc.

Technology
-39.1K
- 93.71%
$121.53 - $152.46 $4.75M - $5.95M
2.62K $320K
SHYD
Vaneck Short High Yield Muni E

ETFs
-243K
- 81.28%
$22.74 - $22.89 $5.52M - $5.56M
55.9K $1.27M
SPMD
Spdr Portfolio

ETFs
-74.3K
- 17.24%
$55.44 - $58.05 $4.12M - $4.31M
357K $20.1M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-29.3K
- 17.75%
$91.7 - $105.68 $2.69M - $3.1M
136K $13.4M
UNH
Unitedhealth Group Inc

Healthcare
-10.6K
- 40.33%
$320.52 - $369.92 $3.41M - $3.93M
15.7K $5.04M
PFF
Ishares Trust Ishares Pfd And

ETFs
-87K
- 8.52%
$30.84 - $31.79 $2.68M - $2.77M
935K $28.9M
V
Visa Inc.

Financial Services
-3.63K
- 2.64%
$325.75 - $352.42 $1.18M - $1.28M
134K $43.6M
VOE
Vanguard Mid Cap Value Index F

ETFs
-17.2K
- 73.41%
$169.53 - $176.53 $2.91M - $3.03M
6.23K $1.08M
TIP
Ishares Tr Tips Bd ETF

ETFs
-25K
- 9.69%
$110.58 - $112.2 $2.77M - $2.81M
233K $25.8M
T
At&T Inc.

Communication Services
-93.1K
- 67.74%
$24.44 - $27.55 $2.28M - $2.57M
44.4K $1.13M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-6.64K
- 51.99%
$252.87 - $320.26 $1.68M - $2.13M
6.13K $1.55M
COST
Costco Wholesale Corp

Consumer Defensive
-2.06K
- 3.87%
$910.94 - $954.99 $1.87M - $1.96M
51K $46.6M
ZTS
Zoetis Inc.

Healthcare
-7.96K
- 14.33%
$118.8 - $147.53 $946K - $1.17M
47.6K $5.65M
AXP
American Express CO

Financial Services
-7.42K
- 49.82%
$316.26 - $372.77 $2.35M - $2.77M
7.48K $2.55M
CASY
Caseys General Stores Inc

Consumer Cyclical
-2.34K
- 9.06%
$513.19 - $567.48 $1.2M - $1.33M
23.5K $12.7M
GS
Goldman Sachs Group Inc

Financial Services
-1.98K
- 9.82%
$744.6 - $838.97 $1.48M - $1.66M
18.2K $14.1M
ROP
Roper Technologies Inc

Industrials
-3.34K
- 56.48%
$443.27 - $520.0 $1.48M - $1.74M
2.58K $1.16M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-41.4K
- 77.15%
$42.06 - $42.92 $1.74M - $1.78M
12.2K $520K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-35.2K
- 66.22%
$47.86 - $48.14 $1.69M - $1.7M
18K $861K
CB
Chubb LTD

Financial Services
-7.33K
- 20.37%
$268.2 - $296.22 $1.97M - $2.17M
28.7K $8.47M
UI
Ubiquiti Inc.

Technology
-2.21K
- 68.8%
$557.65 - $787.18 $1.23M - $1.74M
1K $559K
FISV
Fiserv Inc

Technology
-11K
- 77.14%
N/A
3.25K $407K
PM
Philip Morris International Inc.

Consumer Defensive
-7.04K
- 25.36%
$144.33 - $160.86 $1.02M - $1.13M
20.7K $3.17M
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
-124K
- 55.07%
$10.05 - $10.38 $1.24M - $1.28M
101K $1.03M
EL
Estee Lauder Companies Inc

Consumer Defensive
-12.2K
- 17.89%
$86.09 - $102.52 $1.05M - $1.25M
55.8K $4.8M
IWR
Ishares Russell Mid Cap ETF

ETFs
-4.34K
- 1.16%
$94.02 - $97.61 $408K - $424K
371K $35.1M
KMB
Kimberly Clark Corp

Consumer Defensive
-5.45K
- 20.03%
$100.05 - $123.23 $546K - $672K
21.8K $2.27M
HSY
Hershey CO

Consumer Defensive
-4.79K
- 16.8%
$162.31 - $195.56 $777K - $937K
23.7K $4.25M
WTW
Willis Towers Watson PLC

Financial Services
-1.25K
- 5.33%
$313.1 - $349.93 $391K - $437K
22.2K $7.14M
SYK
Stryker Corp

Healthcare
-2.27K
- 17.23%
$353.81 - $388.35 $802K - $880K
10.9K $3.92M
COP
Conocophillips

Energy
-6.93K
- 12.6%
$85.66 - $95.46 $594K - $662K
48.1K $4.27M
UBER
Uber Technologies, Inc

Technology
-2.09K
- 2.03%
$91.62 - $100.1 $191K - $209K
101K $9.22M
BA
Boeing CO

Industrials
-2.91K
- 28.22%
$191.81 - $225.32 $558K - $655K
7.4K $1.42M
PWR
Quanta Services, Inc.

Industrials
-3.32K
- 7.15%
$412.21 - $453.83 $1.37M - $1.5M
43K $18.5M
HWM
Howmet Aerospace Inc.

Industrials
-6.63K
- 7.58%
$184.09 - $209.74 $1.22M - $1.39M
80.8K $16.4M
PLTR
Palantir Technologies Inc.

Technology
-3.39K
- 21.34%
$172.14 - $207.18 $583K - $701K
12.5K $2.17M
COF
Capital One Financial Corp

Financial Services
-663
- 1.47%
$201.01 - $225.01 $133K - $149K
44.5K $8.94M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-21.9K
- 4.74%
$26.44 - $27.53 $580K - $604K
441K $12M
PNR
Pentair PLC

Industrials
-2.23K
- 3.7%
$104.33 - $112.36 $233K - $250K
58.1K $6.06M
Activity Summary
Buys All Purchases 497 New Holdings 180 Increased Positions 317 Sells All Sells 208 Reductions 208 Sold out 0 Options Calls 0 Puts 4
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