Calamos Wealth Management’s Spotify SPOT Stock Holding History

Calamos 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	$7.54M	Buy	+15,559	New	+$7.81M	0.26%	78
2025 Q4	–	Sell	-19,406	Closed	-$13.5M	–	495
2025 Q3	$13.5M	Buy	19,406 +14,695	+312%	+$10.3M	0.49%	50
2025 Q2	$3.61M	Buy	4,711 +1,397	+42%	+$897K	0.15%	90
2025 Q1	$1.82M	Sell	3,314 -2,036	-38%	-$1.14M	0.09%	105
2024 Q4	$2.39M	Sell	5,350 -3,909	-42%	-$1.67M	0.12%	89
2024 Q3	$3.41M	Buy	9,259 +2,054	+29%	+$683K	0.18%	87
2024 Q2	$2.26M	Buy	7,205 +614	+9%	+$185K	0.12%	98
2024 Q1	$1.74M	Buy	+6,591	New	+$1.55M	0.1%	111

Other funds holding SPOT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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