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JFS Wealth Advisors’s Peloton Interactive PTON Stock Holding History

JFS 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
2026
Q2 		$757 Buy
+128
New +$691 ﹤0.01% 1873
2026
Q1 		– Sell
-34
Closed -$210 – 1936
2025
Q4 		$210 Sell
34
-20
-37% -$141 ﹤0.01% 1864
2025
Q3 		$486 Buy
54
+7
+15% +$52 ﹤0.01% 1769
2025
Q2 		$327 Hold
47
– – ﹤0.01% 1750
2025
Q1 		$298 Buy
+47
New +$369 ﹤0.01% 1815
2021
Q4 		– Sell
-100
Closed -$9K – 1847
2021
Q3 		$9K Buy
+100
New +$11.1K ﹤0.01% 661

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

JFS Wealth Advisors's PTON Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Peloton Interactive (PTON) in Q2 2026: 128 shares worth $757. The stake represents ﹤0.01% of the portfolio and ranks #1873 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in PTON as recently as Q4 2025.

JFS Wealth Advisors first reported a position in PTON in Q3 2021 and has held it in 6 quarters since. The position peaked at $9K in Q3 2021. 463 funds tracked by Wall St. Rank hold PTON as of Q2 2026.

  • JFS Wealth Advisors held 128 shares of Peloton Interactive worth $757 as of Q2 2026.
  • Peloton Interactive was a new JFS Wealth Advisors position in Q2 2026.
  • Peloton Interactive made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1873 holding.
  • JFS Wealth Advisors first reported a position in Peloton Interactive in Q3 2021 and has held it in 6 quarters since.
  • JFS Wealth Advisors's Peloton Interactive position peaked at $9K in Q3 2021.
  • 463 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.