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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Peloton Interactive PTON Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$7.09K Hold
1,200
– – ﹤0.01% 452
2026
Q1 		$5.15K Hold
1,200
– – ﹤0.01% 430
2025
Q4 		$7.39K Hold
1,200
– – ﹤0.01% 430
2025
Q3 		$10.8K Hold
1,200
– – ﹤0.01% 403
2025
Q2 		$8.33K Hold
1,200
– – ﹤0.01% 377
2025
Q1 		$7.58K Buy
+1,200
New +$9.42K ﹤0.01% 375

Other funds holding PTON

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State Street
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HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s PTON Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Peloton Interactive (PTON) position steady in Q2 2026 at 1,200 shares worth $7.09K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in PTON in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.8K in Q3 2025. 204 funds tracked by Wall St. Rank hold PTON as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 1,200 shares of Peloton Interactive worth $7.09K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Peloton Interactive share count unchanged in Q2 2026.
  • Peloton Interactive made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #452 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Peloton Interactive in Q1 2025 and has held it in 6 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Peloton Interactive position peaked at $10.8K in Q3 2025.
  • 204 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.