Bartlett & Co Wealth Management’s Peloton Interactive PTON Stock Holding History

Bartlett & Co 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 Q3	–	Sell	-150	Closed	-$1.04K	–	1261
2025 Q2	$1.04K	Hold	150	–	–	﹤0.01%	1144
2025 Q1	$948	Hold	150	–	–	﹤0.01%	1121
2024 Q4	$1.3K	Hold	150	–	–	﹤0.01%	1065
2024 Q3	$702	Hold	150	–	–	﹤0.01%	1083
2024 Q2	$507	Hold	150	–	–	﹤0.01%	1101
2024 Q1	$643	Hold	150	–	–	﹤0.01%	1081
2023 Q4	$942	Sell	150 -30	-17%	-$162	﹤0.01%	1188
2023 Q3	$909	Hold	180	–	–	﹤0.01%	1115
2023 Q2	$1.38K	Sell	180 -30	-14%	-$255	﹤0.01%	1087
2023 Q1	$2.38K	Sell	210 -220	-51%	-$2.65K	﹤0.01%	968
2022 Q4	$3.41K	Sell	430 -85	-17%	-$815	﹤0.01%	967
2022 Q3	$3.57K	Buy	515 +85	+20%	+$864	﹤0.01%	975
2022 Q2	$3.95K	Hold	430	–	–	﹤0.01%	1067
2022 Q1	$11.4K	Buy	+430	New	+$12.3K	﹤0.01%	810
2021 Q4	–	Sell	-30	Closed	-$2.61K	–	760
2021 Q3	$2.61K	Sell	30 -4	-12%	-$442	﹤0.01%	841
2021 Q2	$4.22K	Hold	34	–	–	﹤0.01%	775
2021 Q1	$3.82K	Hold	34	–	–	﹤0.01%	817
2020 Q4	$5.16K	Buy	+34	New	+$4.14K	﹤0.01%	788

Other funds holding PTON

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bartlett & Co Wealth Management's PTON Position: Q3 2025 in Review

Bartlett & Co Wealth Management sold out of Peloton Interactive (PTON) in Q3 2025, closing a stake of 150 shares — an estimated $1.04K sold.

Bartlett & Co Wealth Management first reported a position in PTON in Q4 2020 and held it in 18 quarters. The position peaked at $11.4K in Q1 2022. 468 funds tracked by Wall St. Rank hold PTON as of Q3 2025.

Bartlett & Co Wealth Management reported no remaining Peloton Interactive position as of Q3 2025 after selling out during the quarter.
Bartlett & Co Wealth Management sold 150 Peloton Interactive shares in Q3 2025, an estimated $1.04K.
Bartlett & Co Wealth Management first reported a position in Peloton Interactive in Q4 2020 and held it in 18 quarters.
Bartlett & Co Wealth Management's Peloton Interactive position peaked at $11.4K in Q1 2022.
468 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.