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EverSource Wealth Advisors’s Peloton Interactive PTON Stock Holding History

EverSource Wealth 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 		$28.7K Buy
4,857
+2,489
+105% +$13.4K ﹤0.01% 2178
2026
Q1 		$10.2K Buy
2,368
+1,268
+115% +$6.18K ﹤0.01% 2913
2025
Q4 		$6.78K Buy
1,100
+25
+2% +$176 ﹤0.01% 2982
2025
Q3 		$9.68K Sell
1,075
-312
-22% -$2.32K ﹤0.01% 2839
2025
Q2 		$9.63K Buy
1,387
+120
+9% +$779 ﹤0.01% 2831
2025
Q1 		$8.01K Buy
1,267
+1,116
+739% +$8.76K ﹤0.01% 2239
2024
Q4 		$1.31K Buy
+151
New +$1.18K ﹤0.01% 2877
2024
Q2 		– Sell
-900
Closed -$2.8K – 3125
2024
Q1 		$2.8K Hold
900
– – ﹤0.01% 2276
2023
Q4 		$5.48K Sell
900
-50
-5% -$269 ﹤0.01% 1819
2023
Q3 		$4.8K Hold
950
– – ﹤0.01% 1722
2023
Q2 		$7.31K Buy
950
+50
+6% +$425 ﹤0.01% 1580
2023
Q1 		$10.2K Buy
+900
New +$10.8K ﹤0.01% 1343

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

EverSource Wealth Advisors's PTON Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Peloton Interactive (PTON) stake by 105% in Q2 2026, buying an estimated $13.4K and bringing the position to 4,857 shares worth $28.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2178.

EverSource Wealth Advisors first reported a position in PTON in Q1 2023 and has held it in 12 quarters since. 465 funds tracked by Wall St. Rank hold PTON as of Q2 2026.

  • EverSource Wealth Advisors held 4,857 shares of Peloton Interactive worth $28.7K as of Q2 2026.
  • EverSource Wealth Advisors bought 2,489 Peloton Interactive shares in Q2 2026, an estimated $13.4K.
  • Peloton Interactive made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2178 holding.
  • EverSource Wealth Advisors first reported a position in Peloton Interactive in Q1 2023 and has held it in 12 quarters since.
  • 465 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.