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Copia Wealth Management’s Peloton Interactive PTON Stock Holding History

Copia 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
Q2 		– Sell
-20
Closed -$86 – 578
2026
Q1 		$86 Buy
+20
New +$98 ﹤0.01% 519

Other funds holding PTON

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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

Copia Wealth Management's PTON Position: Q2 2026 in Review

Copia Wealth Management sold out of Peloton Interactive (PTON) in Q2 2026, closing a stake of 20 shares — an estimated $86 sold.

Copia Wealth Management first reported a position in PTON in Q1 2026 and held it in 1 quarter. The position peaked at $86 in Q1 2026. 463 funds tracked by Wall St. Rank hold PTON as of Q2 2026.

  • Copia Wealth Management reported no remaining Peloton Interactive position as of Q2 2026 after selling out during the quarter.
  • Copia Wealth Management sold 20 Peloton Interactive shares in Q2 2026, an estimated $86.
  • Copia Wealth Management first reported a position in Peloton Interactive in Q1 2026 and held it in 1 quarter.
  • Copia Wealth Management's Peloton Interactive position peaked at $86 in Q1 2026.
  • 463 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.