HB Wealth Management’s Peloton Interactive PTON Stock Holding History

HB Wealth Management’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 Q3	$89.9K	Sell	18,011 -6,409	-26%	-$35.9K	﹤0.01%	1813
2026 Q2	$144K	Buy	24,420 +7,473	+44%	+$40.3K	﹤0.01%	1636
2026 Q1	$72.7K	Buy	+16,947	New	+$82.6K	﹤0.01%	1516
2025 Q4	–	Sell	-22,716	Closed	-$204K	–	1443
2025 Q3	$204K	Buy	22,716 +3,369	+17%	+$25.1K	﹤0.01%	1263
2025 Q2	$134K	Buy	+19,347	New	+$126K	﹤0.01%	1131
2024 Q3	–	Sell	-11,978	Closed	-$40.5K	–	1005
2024 Q2	$40.5K	Buy	+11,978	New	+$42.9K	﹤0.01%	909

Other funds holding PTON

Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

HB Wealth Management's PTON Position: Q3 2026 in Review

HB Wealth Management reduced its Peloton Interactive (PTON) stake by 26% in Q3 2026, selling an estimated $35.9K and leaving 18,011 shares worth $89.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1813.

HB Wealth Management first reported a position in PTON in Q2 2024 and has held it in 6 quarters since. The position peaked at $204K in Q3 2025. 70 funds tracked by Wall St. Rank hold PTON as of Q3 2026.

HB Wealth Management held 18,011 shares of Peloton Interactive worth $89.9K as of Q3 2026.
HB Wealth Management sold 6,409 Peloton Interactive shares in Q3 2026, an estimated $35.9K.
Peloton Interactive made up ﹤0.01% of HB Wealth Management's portfolio in Q3 2026, its #1813 holding.
HB Wealth Management first reported a position in Peloton Interactive in Q2 2024 and has held it in 6 quarters since.
HB Wealth Management's Peloton Interactive position peaked at $204K in Q3 2025.
70 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2026.

Based on HB Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.