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
2020
Q4 		– Sell
-500
Closed -$3K – 2438
2020
Q3 		$3K Buy
+500
New +$36.8K ﹤0.01% 2076

Other funds holding PTON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

Creative Planning's PTON Position: Q1 2026 in Review

Creative Planning increased its Peloton Interactive (PTON) stake by 257% in Q1 2026, buying an estimated $544K and bringing the position to 155,063 shares worth $665K. The position accounts for ﹤0.01% of the portfolio, ranked #2796.

Creative Planning first reported a position in PTON in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.79M in Q4 2020. 437 funds tracked by Wall St. Rank hold PTON as of Q1 2026.

  • Creative Planning held 155,063 shares of Peloton Interactive worth $665K as of Q1 2026.
  • Creative Planning bought 111,610 Peloton Interactive shares in Q1 2026, an estimated $544K.
  • Peloton Interactive made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2796 holding.
  • Creative Planning first reported a position in Peloton Interactive in Q1 2020 and has held it in 25 quarters since.
  • Creative Planning's Peloton Interactive position peaked at $2.79M in Q4 2020.
  • 437 funds tracked by Wall St. Rank held Peloton Interactive as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.