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 Q3	$6.99M	Buy	14,343 +179	+1%	+$91.1K	0.2%	93
2026 Q2	$6.5M	Sell	14,164 -1,395	-9%	-$665K	0.2%	91
2026 Q1	$7.54M	Buy	+15,559	New	+$7.81M	0.26%	78
2025 Q4	–	Sell	-19,406	Closed	-$13.5M	–	494
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	0.17%	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

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Technology Crossover Management XI Menlo Park, California $551M AUM 35.69% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

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

Calamos Wealth Management increased its Spotify (SPOT) stake by 1.3% in Q3 2026, buying an estimated $91.1K and bringing the position to 14,343 shares worth $6.99M. The position accounts for 0.2% of the portfolio, ranked #93.

Calamos Wealth Management first reported a position in SPOT in Q1 2024 and has held it in 10 quarters since. The position peaked at $13.5M in Q3 2025. 695 funds tracked by Wall St. Rank hold SPOT as of Q3 2026.

Calamos Wealth Management held 14,343 shares of Spotify worth $6.99M as of Q3 2026.
Calamos Wealth Management bought 179 Spotify shares in Q3 2026, an estimated $91.1K.
Spotify made up 0.2% of Calamos Wealth Management's portfolio in Q3 2026, its #93 holding.
Calamos Wealth Management first reported a position in Spotify in Q1 2024 and has held it in 10 quarters since.
Calamos Wealth Management's Spotify position peaked at $13.5M in Q3 2025.
695 funds tracked by Wall St. Rank held Spotify as of Q3 2026.

Based on Calamos Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.