BlackDiamond Wealth Management
PTON icon

BlackDiamond Wealth Management’s Peloton Interactive PTON Stock Holding History

BlackDiamond 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
2026
Q3 		– Sell
-10,869
Closed -$59.9K – 248
2026
Q2 		$59.9K Buy
10,869
+7
+0.1% +$38 0.02% 225
2026
Q1 		$46.6K Buy
+10,862
New +$53K 0.02% 202
2024
Q3 		– Sell
-109,875
Closed -$327K – 171
2024
Q2 		$327K Buy
109,875
+1,720
+2% +$6.16K 0.22% 101
2024
Q1 		$463K Sell
108,155
-2,942
-3% -$14.5K 0.33% 76
2023
Q4 		$447K Buy
111,097
+25,648
+30% +$138K 0.33% 72
2023
Q3 		$396K Buy
85,449
+22,952
+37% +$163K 0.36% 68
2023
Q2 		$531K Buy
62,497
+24,470
+64% +$208K 0.45% 60
2023
Q1 		$335K Sell
38,027
-16,170
-30% -$194K 0.34% 71
2022
Q4 		$531K Buy
54,197
+7,198
+15% +$69.1K 0.6% 41
2022
Q3 		$352K Buy
46,999
+23,627
+101% +$240K 0.42% 62
2022
Q2 		$258K Buy
23,372
+11,978
+105% +$192K 0.32% 88
2022
Q1 		$301K Buy
+11,394
New +$327K 0.36% 81

Other funds holding PTON

DnB Asset Management
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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Quinn Opportunity Partners
Quinn Opportunity Partners Charlottesville, Virginia $1.85B AUM 1.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Technology Crossover Management IX
Technology Crossover Management IX Menlo Park, California $552M AUM 54.85% 1-Year Est. Return

BlackDiamond Wealth Management's PTON Position: Q3 2026 in Review

BlackDiamond Wealth Management sold out of Peloton Interactive (PTON) in Q3 2026, closing a stake of 10,869 shares — an estimated $59.9K sold.

BlackDiamond Wealth Management first reported a position in PTON in Q1 2022 and held it in 12 quarters. The position peaked at $531K in Q2 2023. 289 funds tracked by Wall St. Rank hold PTON as of Q3 2026.

  • BlackDiamond Wealth Management reported no remaining Peloton Interactive position as of Q3 2026 after selling out during the quarter.
  • BlackDiamond Wealth Management sold 10,869 Peloton Interactive shares in Q3 2026, an estimated $59.9K.
  • BlackDiamond Wealth Management first reported a position in Peloton Interactive in Q1 2022 and held it in 12 quarters.
  • BlackDiamond Wealth Management's Peloton Interactive position peaked at $531K in Q2 2023.
  • 289 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.