Johnson & White Wealth Management’s Peloton Interactive PTON Stock Holding History

Johnson & White Wealth Management’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	$59.1K	Sell	10,000 -1,605	-14%	-$8.66K	0.02%	117
2026 Q1	$49.8K	Hold	11,605	–	–	0.02%	106
2025 Q4	$71.5K	Hold	11,605	–	–	0.03%	111
2025 Q3	$104K	Hold	11,605	–	–	0.05%	112
2025 Q2	$81K	Hold	11,605	–	–	0.04%	102
2025 Q1	$73K	Buy	11,605 +1,605	+16%	+$12.6K	0.04%	98
2024 Q4	$88K	Hold	10,000	–	–	0.05%	98
2024 Q3	$47K	Hold	10,000	–	–	0.04%	54
2024 Q2	$34K	Hold	10,000	–	–	0.03%	51
2024 Q1	$43K	Buy	+10,000	New	+$49.4K	0.03%	86

Other funds holding PTON

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

KMC

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Johnson & White Wealth Management's PTON Position: Q2 2026 in Review

Johnson & White Wealth Management reduced its Peloton Interactive (PTON) stake by 14% in Q2 2026, selling an estimated $8.66K and leaving 10,000 shares worth $59.1K. The position accounts for 0.02% of the portfolio, ranked #117.

Johnson & White Wealth Management first reported a position in PTON in Q1 2024 and has held it in 10 quarters since. The position peaked at $104K in Q3 2025. 51 funds tracked by Wall St. Rank hold PTON as of Q2 2026.

Johnson & White Wealth Management held 10,000 shares of Peloton Interactive worth $59.1K as of Q2 2026.
Johnson & White Wealth Management sold 1,605 Peloton Interactive shares in Q2 2026, an estimated $8.66K.
Peloton Interactive made up 0.02% of Johnson & White Wealth Management's portfolio in Q2 2026, its #117 holding.
Johnson & White Wealth Management first reported a position in Peloton Interactive in Q1 2024 and has held it in 10 quarters since.
Johnson & White Wealth Management's Peloton Interactive position peaked at $104K in Q3 2025.
51 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.