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Calamos Wealth Management’s Peloton Interactive PTON Stock Holding History

Calamos Wealth Management’s Portfolio PTON Stock Details PTON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.29M Hold
725,284
– – 0.13% 112
2026
Q1 		$3.11M Buy
725,284
+82
+0% +$400 0.11% 114
2025
Q4 		$4.47M Buy
725,202
+1
+0% +$7 0.15% 84
2025
Q3 		$6.53M Buy
725,201
+22
+0% +$164 0.24% 75
2025
Q2 		$5.03M Buy
725,179
+11
+0% +$71 0.21% 79
2025
Q1 		$4.58M Hold
725,168
– – 0.23% 73
2024
Q4 		$6.31M Sell
725,168
-99,500
-12% -$775K 0.32% 65
2024
Q3 		$3.86M Hold
824,668
– – 0.2% 81
2024
Q2 		$2.79M Sell
824,668
-46
-0% -$165 0.15% 92
2024
Q1 		$3.53M Hold
824,714
– – 0.2% 81
2023
Q4 		$5.02M Hold
824,714
– – 0.32% 67
2023
Q3 		$4.16M Buy
824,714
+10,100
+1% +$71.8K 0.32% 69
2023
Q2 		$6.26M Buy
814,614
+4,900
+0.6% +$41.6K 0.46% 60
2023
Q1 		$9.18M Hold
809,714
– – 0.72% 32
2022
Q4 		$6.43M Buy
809,714
+3,700
+0.5% +$35.5K 0.5% 55
2022
Q3 		$5.59M Buy
806,014
+96,200
+14% +$978K 0.48% 54
2022
Q2 		$6.52M Buy
709,814
+94,700
+15% +$1.52M 0.58% 46
2022
Q1 		$16.3M Buy
615,114
+74,498
+14% +$2.14M 1.21% 13
2021
Q4 		$19.3M Buy
540,616
+2
+0% +$122 1.41% 12
2021
Q3 		$47.1M Hold
540,614
– – 3.8% 4
2021
Q2 		$67M Sell
540,614
-289
-0.1% -$30.8K 5.22% 3
2021
Q1 		$60.8M Buy
+540,903
New +$71.8M 5.01% 3

Other funds holding PTON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Calamos Wealth Management's PTON Position: Q2 2026 in Review

Calamos Wealth Management held its Peloton Interactive (PTON) position steady in Q2 2026 at 725,284 shares worth $4.29M. The position accounts for 0.13% of the portfolio, ranked #112.

Calamos Wealth Management first reported a position in PTON in Q1 2021 and has held it in 22 quarters since. The position peaked at $67M in Q2 2021. 204 funds tracked by Wall St. Rank hold PTON as of Q2 2026.

  • Calamos Wealth Management held 725,284 shares of Peloton Interactive worth $4.29M as of Q2 2026.
  • Calamos Wealth Management left its Peloton Interactive share count unchanged in Q2 2026.
  • Peloton Interactive made up 0.13% of Calamos Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Calamos Wealth Management first reported a position in Peloton Interactive in Q1 2021 and has held it in 22 quarters since.
  • Calamos Wealth Management's Peloton Interactive position peaked at $67M in Q2 2021.
  • 204 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.