AWC
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Abundance Wealth Counselors’s Peloton Interactive PTON Stock Holding History

Abundance Wealth Counselors’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
Q1 		$54.8K Buy
12,783
+1,456
+13% +$7.1K 0.01% 242
2025
Q4 		$69.8K Buy
11,327
+337
+3% +$2.37K 0.01% 161
2025
Q3 		$98.9K Sell
10,990
-904
-8% -$6.73K 0.02% 165
2025
Q2 		$83K Sell
11,894
-460
-4% -$2.99K 0.02% 163
2025
Q1 		$78K Buy
12,354
+453
+4% +$3.56K 0.02% 149
2024
Q4 		$104K Sell
11,901
-679
-5% -$5.29K 0.02% 139
2024
Q3 		$59K Sell
12,580
-800
-6% -$3.14K 0.01% 137
2024
Q2 		$45K Buy
13,380
+2,654
+25% +$9.51K 0.02% 72
2024
Q1 		$46K Buy
+10,726
New +$53K 0.01% 137

Other funds holding PTON

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.9B AUM 31.26% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $1.6B AUM 121.58% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return