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Investment Research Partners’s Peloton Interactive PTON Stock Holding History

Investment Research Partners’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 		$78.3K Buy
13,252
+2,167
+20% +$11.7K 0.03% 276
2026
Q1 		$47.6K Buy
+11,085
New +$54K 0.02% 243

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Investment Research Partners's PTON Position: Q2 2026 in Review

Investment Research Partners increased its Peloton Interactive (PTON) stake by 20% in Q2 2026, buying an estimated $11.7K and bringing the position to 13,252 shares worth $78.3K. The position accounts for 0.03% of the portfolio, ranked #276.

Investment Research Partners first reported a position in PTON in Q1 2026 and has held it in 2 quarters since. 285 funds tracked by Wall St. Rank hold PTON as of Q2 2026.

  • Investment Research Partners held 13,252 shares of Peloton Interactive worth $78.3K as of Q2 2026.
  • Investment Research Partners bought 2,167 Peloton Interactive shares in Q2 2026, an estimated $11.7K.
  • Peloton Interactive made up 0.03% of Investment Research Partners's portfolio in Q2 2026, its #276 holding.
  • Investment Research Partners first reported a position in Peloton Interactive in Q1 2026 and has held it in 2 quarters since.
  • 285 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.