Creative Planning
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Creative Planning’s Peloton Interactive PTON Stock Holding History

Creative Planning’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 		$1.33M Buy
224,597
+69,534
+45% +$375K ﹤0.01% 2416
2026
Q1 		$665K Buy
155,063
+111,610
+257% +$544K ﹤0.01% 2796
2025
Q4 		$268K Sell
43,453
-14,552
-25% -$102K ﹤0.01% 3331
2025
Q3 		$522K Buy
58,005
+16,680
+40% +$124K ﹤0.01% 2675
2025
Q2 		$287K Buy
41,325
+7,631
+23% +$49.6K ﹤0.01% 2933
2025
Q1 		$213K Sell
33,694
-4,501
-12% -$35.3K ﹤0.01% 3014
2024
Q4 		$332K Buy
38,195
+13,285
+53% +$104K ﹤0.01% 2574
2024
Q3 		$117K Buy
24,910
+270
+1% +$1.06K ﹤0.01% 2982
2024
Q2 		$83.3K Buy
24,640
+10,523
+75% +$37.7K ﹤0.01% 2875
2024
Q1 		$60.5K Buy
14,117
+390
+3% +$1.93K ﹤0.01% 2768
2023
Q4 		$83.6K Buy
13,727
+1,880
+16% +$10.1K ﹤0.01% 2591
2023
Q3 		$59.8K Sell
11,847
-6,899
-37% -$49.1K ﹤0.01% 2459
2023
Q2 		$144K Sell
18,746
-3,853
-17% -$32.7K ﹤0.01% 2286
2023
Q1 		$256K Sell
22,599
-1,491
-6% -$17.9K ﹤0.01% 1935
2022
Q4 		$191K Sell
24,090
-76
-0.3% -$729 ﹤0.01% 2030
2022
Q3 		$167K Buy
24,166
+12,378
+105% +$126K ﹤0.01% 1951
2022
Q2 		$108K Sell
11,788
-945
-7% -$15.2K ﹤0.01% 1963
2022
Q1 		$337K Buy
12,733
+3,153
+33% +$90.4K ﹤0.01% 1551
2021
Q4 		$343K Sell
9,580
-199
-2% -$12.1K ﹤0.01% 1528
2021
Q3 		$851K Buy
9,779
+1,206
+14% +$133K ﹤0.01% 1029
2021
Q2 		$1.06M Sell
8,573
-15,216
-64% -$1.62M ﹤0.01% 906
2021
Q1 		$2.67M Buy
23,789
+5,416
+29% +$719K 0.01% 611
2020
Q4 		$2.79M Buy
18,373
+1,399
+8% +$170K 0.01% 546
2020
Q3 		$1.68M Buy
16,974
+5,213
+44% +$384K ﹤0.01% 620
2020
Q2 		$679K Buy
11,761
+3,210
+38% +$133K ﹤0.01% 902
2020
Q1 		$227K Buy
+8,551
New +$238K ﹤0.01% 1325

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

Creative Planning's PTON Position: Q2 2026 in Review

Creative Planning increased its Peloton Interactive (PTON) stake by 45% in Q2 2026, buying an estimated $375K and bringing the position to 224,597 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #2416.

Creative Planning first reported a position in PTON in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.79M in Q4 2020. 464 funds tracked by Wall St. Rank hold PTON as of Q2 2026.

  • Creative Planning held 224,597 shares of Peloton Interactive worth $1.33M as of Q2 2026.
  • Creative Planning bought 69,534 Peloton Interactive shares in Q2 2026, an estimated $375K.
  • Peloton Interactive made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2416 holding.
  • Creative Planning first reported a position in Peloton Interactive in Q1 2020 and has held it in 26 quarters since.
  • Creative Planning's Peloton Interactive position peaked at $2.79M in Q4 2020.
  • 464 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.