HIA
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Harbor Investment Advisory’s Peloton Interactive PTON Stock Holding History

Harbor Investment Advisory’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 		– Sell
-50
Closed -$215 – 1363
2026
Q1 		$215 Hold
50
– – ﹤0.01% 1208
2025
Q4 		$308 Hold
50
– – ﹤0.01% 1199
2025
Q3 		$450 Hold
50
– – ﹤0.01% 1148
2025
Q2 		$347 Hold
50
– – ﹤0.01% 1147
2025
Q1 		$316 Hold
50
– – ﹤0.01% 1146
2024
Q4 		$435 Hold
50
– – ﹤0.01% 1116
2024
Q3 		$234 Hold
50
– – ﹤0.01% 1132
2024
Q2 		$169 Hold
50
– – ﹤0.01% 1207
2024
Q1 		$214 Hold
50
– – ﹤0.01% 1288
2023
Q4 		$305 Hold
50
– – ﹤0.01% 1121
2023
Q3 		$253 Hold
50
– – ﹤0.01% 1146
2023
Q2 		$385 Hold
50
– – ﹤0.01% 1288
2023
Q1 		$567 Hold
50
– – ﹤0.01% 1278
2022
Q4 		$397 Hold
50
– – ﹤0.01% 1292
2022
Q3 		$0 Hold
50
– – ﹤0.01% 1384
2022
Q2 		$0 Hold
50
– – ﹤0.01% 1393
2022
Q1 		$1K Hold
50
– – ﹤0.01% 1307
2021
Q4 		$2K Sell
50
-165
-77% -$10.1K ﹤0.01% 1235
2021
Q3 		$19K Sell
215
-906
-81% -$100K ﹤0.01% 957
2021
Q2 		$139K Sell
1,121
-517
-32% -$55K 0.02% 434
2021
Q1 		$184K Buy
1,638
+363
+28% +$48.2K 0.03% 353
2020
Q4 		$193K Buy
1,275
+725
+132% +$88.3K 0.03% 318
2020
Q3 		$55K Buy
550
+400
+267% +$29.4K 0.01% 479
2020
Q2 		$9K Buy
+150
New +$6.21K ﹤0.01% 803

Other funds holding PTON

KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $481M AUM 34.73% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return