Financial Perspectives’s Peloton Interactive PTON Stock Holding History

Financial Perspectives’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
2025 Q4	–	Sell	-12	Closed	-$108	–	739
2025 Q3	$108	Hold	12	–	–	﹤0.01%	707
2025 Q2	$83	Hold	12	–	–	﹤0.01%	707
2025 Q1	$76	Hold	12	–	–	﹤0.01%	707
2024 Q4	$104	Hold	12	–	–	﹤0.01%	708
2024 Q3	$56	Hold	12	–	–	﹤0.01%	674
2024 Q2	$41	Hold	12	–	–	﹤0.01%	669
2024 Q1	$51	Sell	12 -765	-98%	-$3.78K	﹤0.01%	659
2023 Q4	$4.73K	Hold	777	–	–	﹤0.01%	530
2023 Q3	$3.92K	Hold	777	–	–	﹤0.01%	532
2023 Q2	$5.97K	Hold	777	–	–	﹤0.01%	498
2023 Q1	$8.81K	Hold	777	–	–	﹤0.01%	456
2022 Q4	$6.17K	Hold	777	–	–	﹤0.01%	493
2022 Q3	$5.38K	Hold	777	–	–	﹤0.01%	498
2022 Q2	$7.13K	Hold	777	–	–	﹤0.01%	480
2022 Q1	$20.5K	Buy	+777	New	+$22.3K	0.01%	371
2021 Q4	–	Sell	-240	Closed	-$20.9K	–	672
2021 Q3	$20.9K	Hold	240	–	–	0.01%	348
2021 Q2	$29.8K	Buy	240 +125	+109%	+$13.3K	0.01%	327
2021 Q1	$12.9K	Buy	+115	New	+$15.3K	0.01%	414

Other funds holding PTON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Financial Perspectives's PTON Position: Q4 2025 in Review

Financial Perspectives sold out of Peloton Interactive (PTON) in Q4 2025, closing a stake of 12 shares — an estimated $108 sold.

Financial Perspectives first reported a position in PTON in Q1 2021 and held it in 18 quarters. The position peaked at $29.8K in Q2 2021. 445 funds tracked by Wall St. Rank hold PTON as of Q4 2025.

Financial Perspectives reported no remaining Peloton Interactive position as of Q4 2025 after selling out during the quarter.
Financial Perspectives sold 12 Peloton Interactive shares in Q4 2025, an estimated $108.
Financial Perspectives first reported a position in Peloton Interactive in Q1 2021 and held it in 18 quarters.
Financial Perspectives's Peloton Interactive position peaked at $29.8K in Q2 2021.
445 funds tracked by Wall St. Rank held Peloton Interactive as of Q4 2025.

Based on Financial Perspectives's 13F filing for Q4 2025, filed 28 Jan 2026.