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Clearstead Advisors’s Peloton Interactive PTON Stock Holding History

Clearstead 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 		$32.9K Buy
5,571
+5,471
+5,471% +$29.5K ﹤0.01% 1628
2026
Q1 		$429 Sell
100
-11
-10% -$54 ﹤0.01% 2126
2025
Q4 		$684 Sell
111
-190
-63% -$1.34K ﹤0.01% 2274
2025
Q3 		$2.71K Buy
301
+190
+171% +$1.41K ﹤0.01% 2361
2025
Q2 		$771 Hold
111
– – ﹤0.01% 2454
2025
Q1 		$702 Hold
111
– – ﹤0.01% 2032
2024
Q4 		$966 Hold
111
– – ﹤0.01% 1926
2024
Q3 		$520 Sell
111
-108
-49% -$424 ﹤0.01% 1953
2024
Q2 		$741 Hold
219
– – ﹤0.01% 1917
2024
Q1 		$918 Hold
219
– – ﹤0.01% 1412
2023
Q4 		$1.33K Sell
219
-360
-62% -$1.94K ﹤0.01% 1353
2023
Q3 		$2.92K Buy
579
+360
+164% +$2.56K ﹤0.01% 1170
2023
Q2 		$1.69K Hold
219
– – ﹤0.01% 1188
2023
Q1 		$2.48K Sell
219
-100
-31% -$1.2K ﹤0.01% 1105
2022
Q4 		$2.53K Sell
319
-1,254
-80% -$12K ﹤0.01% 1057
2022
Q3 		$11K Hold
1,573
– – ﹤0.01% 876
2022
Q2 		$14K Hold
1,573
– – ﹤0.01% 872
2022
Q1 		$42K Buy
1,573
+900
+134% +$25.8K ﹤0.01% 715
2021
Q4 		$24K Hold
673
– – ﹤0.01% 785
2021
Q3 		$59K Buy
673
+549
+443% +$60.7K ﹤0.01% 583
2021
Q2 		$15K Hold
124
– – ﹤0.01% 749
2021
Q1 		$14K Buy
124
+14
+13% +$1.86K ﹤0.01% 740
2020
Q4 		$17K Buy
110
+10
+10% +$1.22K ﹤0.01% 649
2020
Q3 		$10K Hold
100
– – ﹤0.01% 664
2020
Q2 		$6K Hold
100
– – ﹤0.01% 655
2020
Q1 		$3K Buy
+100
New +$2.78K ﹤0.01% 685

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

Clearstead Advisors's PTON Position: Q2 2026 in Review

Clearstead Advisors increased its Peloton Interactive (PTON) stake by 5,471% in Q2 2026, buying an estimated $29.5K and bringing the position to 5,571 shares worth $32.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1628.

Clearstead Advisors first reported a position in PTON in Q1 2020 and has held it in 26 quarters since. The position peaked at $59K in Q3 2021. 464 funds tracked by Wall St. Rank hold PTON as of Q2 2026.

  • Clearstead Advisors held 5,571 shares of Peloton Interactive worth $32.9K as of Q2 2026.
  • Clearstead Advisors bought 5,471 Peloton Interactive shares in Q2 2026, an estimated $29.5K.
  • Peloton Interactive made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1628 holding.
  • Clearstead Advisors first reported a position in Peloton Interactive in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's Peloton Interactive position peaked at $59K in Q3 2021.
  • 464 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.