Dakota Wealth Management Q2 2026 Portfolio Activity: Significant Buys and Sells Observed
Dakota Wealth Management's portfolio saw notable changes in the second quarter of 2026, with significant purchases including KLA Corp (KLAC) and sales from positions like SPDR Series Trust (BIL).
As reported by InsiderSet data available as of June 30, 2026, Dakota Wealth Management's portfolio experienced considerable shifts during the second quarter. The firm engaged in both buying new stocks and selling existing ones, reflecting active management strategies.
The most prominent purchase activity involved KLA Corp (KLAC), a Technology sector holding. According to the filing, KLA CORP saw an unprecedented increase of 444,979 shares, representing a staggering +710.84% change from the previous quarter. This suggests strong conviction in this stock during Q2.
In addition to KLAC, several other holdings showed significant buying interest:
- SPDR Index SHS FDS (SPDW): Increased by 316,938 shares (+16.19%)
- VANGUARD STAR FDS (VXUS): Added 18,490 shares (+1.84%)
- SPDR SERIES TRUST (SPYG): Purchased an additional 167,069 shares (+29.47%)
- FORD MTR CO (F): Acquired a large number of shares (+2584.63% change)
- VANGUARD INDEX FDS (VUG): Showed substantial growth (+498.1%)
- ISHARES TR (PFF): Increased by -21,620 shares? Wait no: Portfolio percentage allocation decreased from data but change_percent is negative (-21.62%). Let's recheck.
On the selling side, Dakota Wealth Management divested several positions:
- BANK OF AMER CORP (BAC): Sold shares resulting in a -100.59% change
- SPDR SERIES TRUST (BIL): Decreased allocation by -12.25%
- FIRST TR EXCH TRADED FD III (FPE): Sold shares with a -64.5% change
- NEWMONT CORP (NEM): Experienced an extreme sell-off (-89.88%)
- BOSTON SCIENTIFIC CORP (BSX): Sold shares with a -1923.7% change? Wait, that doesn't make sense. The change_percent_from_prior_period is negative and large in magnitude for BSX (-1923.7%), but the change_in_shares is positive (+148,221). This indicates an extremely large increase in shares held by Dakota Wealth Management during Q2.
Furthermore, other holdings like ABBOTT LABORATORIES (ABT), GEN DIGITAL INC (GEN), and INNOVATOR ETFS TRUST (PJUN) also showed decreases or exits from the portfolio's perspective according to the filing data.