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Caerus Investment Advisors’s Peloton Interactive PTON Stock Holding History

Caerus Investment Advisors’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 		$150K Buy
25,301
+4,874
+24% +$26.3K 0.05% 309
2026
Q1 		$87.6K Buy
+20,427
New +$99.6K 0.04% 260

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 $3.37T AUM 44.26% 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

Caerus Investment Advisors's PTON Position: Q2 2026 in Review

Caerus Investment Advisors increased its Peloton Interactive (PTON) stake by 24% in Q2 2026, buying an estimated $26.3K and bringing the position to 25,301 shares worth $150K. The position accounts for 0.05% of the portfolio, ranked #309.

Caerus Investment Advisors first reported a position in PTON in Q1 2026 and has held it in 2 quarters since. 464 funds tracked by Wall St. Rank hold PTON as of Q2 2026.

  • Caerus Investment Advisors held 25,301 shares of Peloton Interactive worth $150K as of Q2 2026.
  • Caerus Investment Advisors bought 4,874 Peloton Interactive shares in Q2 2026, an estimated $26.3K.
  • Peloton Interactive made up 0.05% of Caerus Investment Advisors's portfolio in Q2 2026, its #309 holding.
  • Caerus Investment Advisors first reported a position in Peloton Interactive in Q1 2026 and has held it in 2 quarters since.
  • 464 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.