HWA
PTON icon

Heritage Wealth Advisors’s Peloton Interactive PTON Stock Holding History

Heritage 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
2025
Q4 		– Sell
-200
Closed -$1.8K – 606
2025
Q3 		$1.8K Hold
200
– – ﹤0.01% 530
2025
Q2 		$1.39K Sell
200
-100
-33% -$650 ﹤0.01% 525
2025
Q1 		$1.9K Hold
300
– – ﹤0.01% 509
2024
Q4 		$2.61K Hold
300
– – ﹤0.01% 544
2024
Q3 		$1.4K Hold
300
– – ﹤0.01% 565
2024
Q2 		$1.01K Hold
300
– – ﹤0.01% 486
2024
Q1 		$1.29K Hold
300
– – ﹤0.01% 504
2023
Q4 		$1.83K Hold
300
– – ﹤0.01% 506
2023
Q3 		$1.51K Hold
300
– – ﹤0.01% 469
2023
Q2 		$2.31K Hold
300
– – ﹤0.01% 498
2023
Q1 		$3.4K Sell
300
-75
-20% -$902 ﹤0.01% 492
2022
Q4 		$2.98K Hold
375
– – ﹤0.01% 496
2022
Q3 		$2.6K Sell
375
-2
-0.5% -$20 ﹤0.01% 476
2022
Q2 		$3K Sell
377
-125
-25% -$2.01K ﹤0.01% 519
2022
Q1 		$13K Buy
502
+197
+65% +$5.65K ﹤0.01% 423
2021
Q4 		$11K Buy
305
+100
+49% +$6.11K ﹤0.01% 445
2021
Q3 		$17.8K Hold
205
– – ﹤0.01% 411
2021
Q2 		$25.4K Buy
205
+9
+5% +$958 ﹤0.01% 394
2021
Q1 		$22K Buy
196
+54
+38% +$7.16K ﹤0.01% 414
2020
Q4 		$22K Buy
142
+140
+7,000% +$17.1K ﹤0.01% 399
2020
Q3 		$198 Hold
2
– – ﹤0.01% 460
2020
Q2 		$116 Buy
+2
New +$83 ﹤0.01% 432

Other funds holding PTON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Heritage Wealth Advisors's PTON Position: Q4 2025 in Review

Heritage Wealth Advisors sold out of Peloton Interactive (PTON) in Q4 2025, closing a stake of 200 shares — an estimated $1.8K sold.

Heritage Wealth Advisors first reported a position in PTON in Q2 2020 and held it in 22 quarters. The position peaked at $25.4K in Q2 2021. 445 funds tracked by Wall St. Rank hold PTON as of Q4 2025.

  • Heritage Wealth Advisors reported no remaining Peloton Interactive position as of Q4 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 200 Peloton Interactive shares in Q4 2025, an estimated $1.8K.
  • Heritage Wealth Advisors first reported a position in Peloton Interactive in Q2 2020 and held it in 22 quarters.
  • Heritage Wealth Advisors's Peloton Interactive position peaked at $25.4K in Q2 2021.
  • 445 funds tracked by Wall St. Rank held Peloton Interactive as of Q4 2025.

Based on Heritage Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.