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	–	1937
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

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $481M AUM 34.73% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return