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Concurrent Investment Advisors’s Peloton Interactive PTON Stock Holding History

Concurrent 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 		$1.7M Buy
287,168
+57,619
+25% +$311K 0.01% 770
2026
Q1 		$985K Buy
229,549
+167,750
+271% +$818K 0.01% 888
2025
Q4 		$381K Sell
61,799
-12,500
-17% -$88K ﹤0.01% 1268
2025
Q3 		$669K Buy
74,299
+10,372
+16% +$77.2K 0.01% 793
2025
Q2 		$444K Sell
63,927
-16,700
-21% -$108K 0.01% 893
2025
Q1 		$510K Buy
+80,627
New +$633K 0.01% 748

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

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

Concurrent Investment Advisors increased its Peloton Interactive (PTON) stake by 25% in Q2 2026, buying an estimated $311K and bringing the position to 287,168 shares worth $1.7M. The position accounts for 0.01% of the portfolio, ranked #770.

Concurrent Investment Advisors first reported a position in PTON in Q1 2025 and has held it in 6 quarters since. 463 funds tracked by Wall St. Rank hold PTON as of Q2 2026.

  • Concurrent Investment Advisors held 287,168 shares of Peloton Interactive worth $1.7M as of Q2 2026.
  • Concurrent Investment Advisors bought 57,619 Peloton Interactive shares in Q2 2026, an estimated $311K.
  • Peloton Interactive made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #770 holding.
  • Concurrent Investment Advisors first reported a position in Peloton Interactive in Q1 2025 and has held it in 6 quarters since.
  • 463 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.