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AE Wealth Management’s Peloton Interactive PTON Stock Holding History

AE Wealth Management’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
2025
Q2 		– Sell
-10,233
Closed -$64.7K – 2243
2025
Q1 		$64.7K Buy
+10,233
New +$80.3K ﹤0.01% 1540
2021
Q4 		– Sell
-20,998
Closed -$1.83M – 1766
2021
Q3 		$1.83M Buy
20,998
+32
+0.2% +$3.54K 0.02% 676
2021
Q2 		$2.6M Buy
20,966
+959
+5% +$102K 0.02% 558
2021
Q1 		$2.25M Sell
20,007
-18,344
-48% -$2.43M 0.02% 538
2020
Q4 		$5.82M Sell
38,351
-10,946
-22% -$1.33M 0.07% 254
2020
Q3 		$4.89M Sell
49,297
-31,599
-39% -$2.32M 0.07% 241
2020
Q2 		$4.67M Sell
80,896
-4,652
-5% -$193K 0.07% 230
2020
Q1 		$2.27M Buy
+85,548
New +$2.38M 0.05% 279

Other funds holding PTON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AE Wealth Management's PTON Position: Q2 2025 in Review

AE Wealth Management sold out of Peloton Interactive (PTON) in Q2 2025, closing a stake of 10,233 shares — an estimated $64.7K sold.

AE Wealth Management first reported a position in PTON in Q1 2020 and held it in 8 quarters. The position peaked at $5.82M in Q4 2020. 450 funds tracked by Wall St. Rank hold PTON as of Q2 2025.

  • AE Wealth Management reported no remaining Peloton Interactive position as of Q2 2025 after selling out during the quarter.
  • AE Wealth Management sold 10,233 Peloton Interactive shares in Q2 2025, an estimated $64.7K.
  • AE Wealth Management first reported a position in Peloton Interactive in Q1 2020 and held it in 8 quarters.
  • AE Wealth Management's Peloton Interactive position peaked at $5.82M in Q4 2020.
  • 450 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2025.

Based on AE Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.