Atala Financial’s Peloton Interactive PTON Stock Holding History

Atala 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
2025 Q2	–	Sell	-101	Closed	-$638	–	370
2025 Q1	$638	Hold	101	–	–	﹤0.01%	458
2024 Q4	$879	Buy	+101	New	+$787	﹤0.01%	455

Other funds holding PTON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Atala Financial's PTON Position: Q2 2025 in Review

Atala Financial sold out of Peloton Interactive (PTON) in Q2 2025, closing a stake of 101 shares — an estimated $638 sold.

Atala Financial first reported a position in PTON in Q4 2024 and held it in 2 quarters. The position peaked at $879 in Q4 2024. 450 funds tracked by Wall St. Rank hold PTON as of Q2 2025.

Atala Financial reported no remaining Peloton Interactive position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 101 Peloton Interactive shares in Q2 2025, an estimated $638.
Atala Financial first reported a position in Peloton Interactive in Q4 2024 and held it in 2 quarters.
Atala Financial's Peloton Interactive position peaked at $879 in Q4 2024.
450 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.