Superior Planning, LLC’s Peloton Interactive PTON Stock Holding History

Superior Planning, LLC’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 Q3	$629	Buy	+126	New	+$705	﹤0.01%	1847

Other funds holding PTON

DnB Asset Management Oslo, Norway $38B AUM 25.01% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Quinn Opportunity Partners Charlottesville, Virginia $1.85B AUM 1.27% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Technology Crossover Management IX Menlo Park, California $552M AUM 54.85% 1-Year Est. Return

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

Superior Planning, LLC's PTON Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Peloton Interactive (PTON) in Q3 2026: 126 shares worth $629. The stake represents ﹤0.01% of the portfolio and ranks #1847 among its holdings.

285 funds tracked by Wall St. Rank hold PTON as of Q3 2026.

Superior Planning, LLC held 126 shares of Peloton Interactive worth $629 as of Q3 2026.
Peloton Interactive was a new Superior Planning, LLC position in Q3 2026.
Peloton Interactive made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1847 holding.
285 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.