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Advocate Investing Services’s Peloton Interactive PTON Stock Holding History

Advocate Investing Services’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 		$4.61K Hold
780
– – ﹤0.01% 335
2026
Q1 		$3.35K Hold
780
– – ﹤0.01% 334
2025
Q4 		$4.8K Buy
+780
New +$5.49K ﹤0.01% 289

Other funds holding PTON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PFCS
Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return

Advocate Investing Services's PTON Position: Q2 2026 in Review

Advocate Investing Services held its Peloton Interactive (PTON) position steady in Q2 2026 at 780 shares worth $4.61K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

Advocate Investing Services first reported a position in PTON in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.8K in Q4 2025. 462 funds tracked by Wall St. Rank hold PTON as of Q2 2026.

  • Advocate Investing Services held 780 shares of Peloton Interactive worth $4.61K as of Q2 2026.
  • Advocate Investing Services left its Peloton Interactive share count unchanged in Q2 2026.
  • Peloton Interactive made up ﹤0.01% of Advocate Investing Services's portfolio in Q2 2026, its #335 holding.
  • Advocate Investing Services first reported a position in Peloton Interactive in Q4 2025 and has held it in 3 quarters since.
  • Advocate Investing Services's Peloton Interactive position peaked at $4.8K in Q4 2025.
  • 462 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.