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Kelleher Financial Advisors’s Peloton Interactive PTON Stock Holding History

Kelleher Financial 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
Q1 		$1.18K Buy
+170
New +$829 ﹤0.01% 642
2025
Q4 		– Sell
-170
Closed -$1.53K – 730
2025
Q3 		$1.53K Buy
+170
New +$1.26K ﹤0.01% 589

Other funds holding PTON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

Kelleher Financial Advisors's PTON Position: Q1 2026 in Review

Kelleher Financial Advisors opened a new position in Peloton Interactive (PTON) in Q1 2026: 170 shares worth $1.18K. The stake represents ﹤0.01% of the portfolio and ranks #642 among its holdings. This is a return to the name: Kelleher Financial Advisors previously reported a position in PTON as recently as Q3 2025.

Kelleher Financial Advisors first reported a position in PTON in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.53K in Q3 2025. 437 funds tracked by Wall St. Rank hold PTON as of Q1 2026.

  • Kelleher Financial Advisors held 170 shares of Peloton Interactive worth $1.18K as of Q1 2026.
  • Peloton Interactive was a new Kelleher Financial Advisors position in Q1 2026.
  • Peloton Interactive made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q1 2026, its #642 holding.
  • Kelleher Financial Advisors first reported a position in Peloton Interactive in Q3 2025 and has held it in 2 quarters since.
  • Kelleher Financial Advisors's Peloton Interactive position peaked at $1.53K in Q3 2025.
  • 437 funds tracked by Wall St. Rank held Peloton Interactive as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.