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Investment Research & Advisory Group’s Peloton Interactive PTON Stock Holding History

Investment Research & Advisory Group’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 		$1.54K Hold
260
– – ﹤0.01% 286
2026
Q1 		$1.11K Hold
260
– – ﹤0.01% 252
2025
Q4 		$1.6K Hold
260
– – ﹤0.01% 238
2025
Q3 		$2.34K Hold
260
– – ﹤0.01% 216
2025
Q2 		$1.8K Hold
260
– – ﹤0.01% 215
2025
Q1 		$1.64K Hold
260
– – ﹤0.01% 221
2024
Q4 		$2.26K Hold
260
– – ﹤0.01% 183
2024
Q3 		$1.22K Hold
260
– – ﹤0.01% 186
2024
Q2 		$879 Hold
260
– – ﹤0.01% 192
2024
Q1 		$1.11K Hold
260
– – ﹤0.01% 187
2023
Q4 		$1.58K Hold
260
– – ﹤0.01% 188
2023
Q3 		$1.31K Hold
260
– – ﹤0.01% 190
2023
Q2 		$2K Hold
260
– – ﹤0.01% 194
2023
Q1 		$2.95K Sell
260
-8
-3% -$96 ﹤0.01% 167
2022
Q4 		$2.13K Hold
268
– – ﹤0.01% 171
2022
Q3 		$2K Buy
268
+8
+3% +$81 ﹤0.01% 171
2022
Q2 		$2K Hold
260
– – ﹤0.01% 173
2022
Q1 		$7K Sell
260
-191
-42% -$5.48K ﹤0.01% 165
2021
Q4 		$16K Hold
451
– – 0.01% 143
2021
Q3 		$39K Sell
451
-495
-52% -$54.7K 0.03% 106
2021
Q2 		$117K Buy
946
+37
+4% +$3.94K 0.08% 78
2021
Q1 		$102K Hold
909
– – 0.07% 74
2020
Q4 		$138K Buy
909
+62
+7% +$7.55K 0.1% 68
2020
Q3 		$84K Buy
847
+108
+15% +$7.95K 0.07% 78
2020
Q2 		$43K Buy
739
+113
+18% +$4.68K 0.04% 95
2020
Q1 		$17K Hold
626
– – 0.02% 117
2019
Q4 		$18K Buy
+626
New +$16.9K 0.02% 135

Other funds holding PTON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PFCS
Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return

Investment Research & Advisory Group's PTON Position: Q2 2026 in Review

Investment Research & Advisory Group held its Peloton Interactive (PTON) position steady in Q2 2026 at 260 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

Investment Research & Advisory Group first reported a position in PTON in Q4 2019 and has held it in 27 quarters since. The position peaked at $138K in Q4 2020. 465 funds tracked by Wall St. Rank hold PTON as of Q2 2026.

  • Investment Research & Advisory Group held 260 shares of Peloton Interactive worth $1.54K as of Q2 2026.
  • Investment Research & Advisory Group left its Peloton Interactive share count unchanged in Q2 2026.
  • Peloton Interactive made up ﹤0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #286 holding.
  • Investment Research & Advisory Group first reported a position in Peloton Interactive in Q4 2019 and has held it in 27 quarters since.
  • Investment Research & Advisory Group's Peloton Interactive position peaked at $138K in Q4 2020.
  • 465 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.