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Evergreen Wealth Solutions’s Peloton Interactive PTON Stock Holding History

Evergreen Wealth Solutions’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 		$89.6K Buy
16,110
+4,836
+43% +$26.1K ﹤0.01% 509
2026
Q1 		$48.4K Buy
+11,274
New +$55K ﹤0.01% 403
2025
Q1 		– Sell
-10,195
Closed -$88.7K – 116
2024
Q4 		$88.7K Sell
10,195
-2,540
-20% -$19.8K 0.06% 98
2024
Q3 		$59.6K Buy
12,735
+260
+2% +$1.02K 0.04% 107
2024
Q2 		$42.2K Buy
12,475
+1,179
+10% +$4.22K 0.03% 112
2024
Q1 		$48.4K Buy
+11,296
New +$55.8K 0.04% 117

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

Evergreen Wealth Solutions's PTON Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Peloton Interactive (PTON) stake by 43% in Q2 2026, buying an estimated $26.1K and bringing the position to 16,110 shares worth $89.6K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Evergreen Wealth Solutions first reported a position in PTON in Q1 2024 and has held it in 6 quarters since. 463 funds tracked by Wall St. Rank hold PTON as of Q2 2026.

  • Evergreen Wealth Solutions held 16,110 shares of Peloton Interactive worth $89.6K as of Q2 2026.
  • Evergreen Wealth Solutions bought 4,836 Peloton Interactive shares in Q2 2026, an estimated $26.1K.
  • Peloton Interactive made up ﹤0.01% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #509 holding.
  • Evergreen Wealth Solutions first reported a position in Peloton Interactive in Q1 2024 and has held it in 6 quarters since.
  • 463 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.