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Allworth Financial’s Peloton Interactive PTON Stock Holding History

Allworth Financial’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 		$81K Buy
13,701
+5,194
+61% +$28K ﹤0.01% 2093
2026
Q1 		$36.5K Buy
8,507
+4,950
+139% +$24.1K ﹤0.01% 2557
2025
Q4 		$21.9K Sell
3,557
-270
-7% -$1.9K ﹤0.01% 2758
2025
Q3 		$34.4K Buy
3,827
+610
+19% +$4.54K ﹤0.01% 2370
2025
Q2 		$22.3K Buy
3,217
+276
+9% +$1.79K ﹤0.01% 2448
2025
Q1 		$18.5K Buy
2,941
+2,711
+1,179% +$21.3K ﹤0.01% 2136
2024
Q4 		$1.92K Buy
230
+75
+48% +$584 ﹤0.01% 3174
2024
Q3 		$726 Sell
155
-55
-26% -$216 ﹤0.01% 3333
2024
Q2 		$754 Hold
210
– – ﹤0.01% 3263
2024
Q1 		$900 Sell
210
-12
-5% -$59 ﹤0.01% 3114
2023
Q4 		$1.35K Sell
222
-136
-38% -$733 ﹤0.01% 2845
2023
Q3 		$1.81K Buy
358
+40
+13% +$285 ﹤0.01% 2591
2023
Q2 		$2.45K Sell
318
-399
-56% -$3.39K ﹤0.01% 2401
2023
Q1 		$8.13K Sell
717
-238
-25% -$2.86K ﹤0.01% 1865
2022
Q4 		$7.58K Buy
955
+335
+54% +$3.21K ﹤0.01% 1771
2022
Q3 		$4K Sell
620
-14
-2% -$142 ﹤0.01% 1964
2022
Q2 		$6K Buy
634
+91
+17% +$1.46K ﹤0.01% 1720
2022
Q1 		$14K Sell
543
-172
-24% -$4.93K ﹤0.01% 1378
2021
Q4 		$26K Buy
715
+307
+75% +$18.7K ﹤0.01% 1024
2021
Q3 		$36K Buy
408
+87
+27% +$9.62K ﹤0.01% 864
2021
Q2 		$40K Sell
321
-609
-65% -$64.8K ﹤0.01% 674
2021
Q1 		$105K Buy
930
+32
+4% +$4.25K ﹤0.01% 443
2020
Q4 		$136K Buy
898
+119
+15% +$14.5K ﹤0.01% 330
2020
Q3 		$77K Buy
779
+499
+178% +$36.7K ﹤0.01% 364
2020
Q2 		$16K Buy
280
+100
+56% +$4.14K ﹤0.01% 632
2020
Q1 		$5K Buy
180
+80
+80% +$2.23K ﹤0.01% 877
2019
Q4 		$3K Buy
+100
New +$2.69K ﹤0.01% 860

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 $3.38T AUM 44.17% 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

Allworth Financial's PTON Position: Q2 2026 in Review

Allworth Financial increased its Peloton Interactive (PTON) stake by 61% in Q2 2026, buying an estimated $28K and bringing the position to 13,701 shares worth $81K. The position accounts for ﹤0.01% of the portfolio, ranked #2093.

Allworth Financial first reported a position in PTON in Q4 2019 and has held it in 27 quarters since. The position peaked at $136K in Q4 2020. 465 funds tracked by Wall St. Rank hold PTON as of Q2 2026.

  • Allworth Financial held 13,701 shares of Peloton Interactive worth $81K as of Q2 2026.
  • Allworth Financial bought 5,194 Peloton Interactive shares in Q2 2026, an estimated $28K.
  • Peloton Interactive made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2093 holding.
  • Allworth Financial first reported a position in Peloton Interactive in Q4 2019 and has held it in 27 quarters since.
  • Allworth Financial's Peloton Interactive position peaked at $136K in Q4 2020.
  • 465 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.