IFP Advisors
PTON icon

IFP Advisors’s Peloton Interactive PTON Stock Holding History

IFP 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
2026
Q3 		$15.2K Sell
3,041
-358
-11% -$2K ﹤0.01% 3118
2026
Q2 		$20.1K Buy
3,399
+443
+15% +$2.39K ﹤0.01% 2981
2026
Q1 		$12.7K Buy
2,956
+1,854
+168% +$9.04K ﹤0.01% 3045
2025
Q4 		$6.79K Sell
1,102
-66
-6% -$465 ﹤0.01% 3255
2025
Q3 		$10.5K Sell
1,168
-596
-34% -$4.44K ﹤0.01% 2880
2025
Q2 		$12.4K Buy
1,764
+450
+34% +$2.92K ﹤0.01% 2802
2025
Q1 		$8.3K Sell
1,314
-1,355
-51% -$10.6K ﹤0.01% 2645
2024
Q4 		$23.2K Sell
2,669
-923
-26% -$7.19K ﹤0.01% 2176
2024
Q3 		$16.8K Buy
3,592
+2,122
+144% +$8.34K ﹤0.01% 2210
2024
Q2 		$4.97K Sell
1,470
-267
-15% -$956 ﹤0.01% 2561
2024
Q1 		$7.44K Sell
1,737
-103
-6% -$509 ﹤0.01% 2334
2023
Q4 		$11.2K Buy
1,840
+86
+5% +$463 ﹤0.01% 2150
2023
Q3 		$8.86K Sell
1,754
-609
-26% -$4.33K ﹤0.01% 2298
2023
Q2 		$18.2K Buy
2,363
+253
+12% +$2.15K ﹤0.01% 2052
2023
Q1 		$54.4K Sell
2,110
-1,307
-38% -$15.7K ﹤0.01% 1531
2022
Q4 		$102K Buy
3,417
+315
+10% +$3.02K ﹤0.01% 1730
2022
Q3 		$92K Buy
3,102
+1,132
+57% +$11.5K ﹤0.01% 1911
2022
Q2 		$58K Hold
1,970
– – ﹤0.01% 2061
2022
Q1 		$58K Buy
1,970
+1,239
+169% +$35.5K ﹤0.01% 2060
2021
Q4 		$29K Buy
731
+81
+12% +$4.94K ﹤0.01% 1788
2021
Q3 		$58K Buy
650
+10
+2% +$1.1K ﹤0.01% 1527
2021
Q2 		$78K Sell
640
-237
-27% -$25.2K ﹤0.01% 1343
2021
Q1 		$98K Buy
877
+66
+8% +$8.76K ﹤0.01% 1185
2020
Q4 		$125K Buy
811
+586
+260% +$71.4K 0.01% 1021
2020
Q3 		$21K Buy
225
+185
+463% +$13.6K ﹤0.01% 1625
2020
Q2 		$2K Sell
40
-210
-84% -$8.69K ﹤0.01% 2421
2020
Q1 		$6K Sell
250
-350
-58% -$9.7K ﹤0.01% 2003
2019
Q4 		$16K Buy
600
+400
+200% +$10.8K ﹤0.01% 1726
2019
Q3 		$6K Buy
+200
New +$5.07K ﹤0.01% 2290

Other funds holding PTON

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bastion Asset Management
Bastion Asset Management Montreal, Canada $229M AUM 5.92% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

IFP Advisors's PTON Position: Q3 2026 in Review

IFP Advisors reduced its Peloton Interactive (PTON) stake by 11% in Q3 2026, selling an estimated $2K and leaving 3,041 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3118.

IFP Advisors first reported a position in PTON in Q3 2019 and has held it in 29 quarters since. The position peaked at $125K in Q4 2020. 180 funds tracked by Wall St. Rank hold PTON as of Q3 2026.

  • IFP Advisors held 3,041 shares of Peloton Interactive worth $15.2K as of Q3 2026.
  • IFP Advisors sold 358 Peloton Interactive shares in Q3 2026, an estimated $2K.
  • Peloton Interactive made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3118 holding.
  • IFP Advisors first reported a position in Peloton Interactive in Q3 2019 and has held it in 29 quarters since.
  • IFP Advisors's Peloton Interactive position peaked at $125K in Q4 2020.
  • 180 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.