Lido Advisors
PTON icon

Lido Advisors’s Peloton Interactive PTON Stock Holding History

Lido 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 		$265K Buy
44,769
+7,468
+20% +$40.3K ﹤0.01% 1810
2026
Q1 		$160K Sell
37,301
-32,928
-47% -$161K ﹤0.01% 1813
2025
Q4 		$536K Buy
70,229
+390
+0.6% +$2.75K ﹤0.01% 1269
2025
Q3 		$629K Buy
+69,839
New +$520K ﹤0.01% 1143
2021
Q3 		– Sell
-1,755
Closed -$218K – 1008
2021
Q2 		$218K Sell
1,755
-265
-13% -$28.2K ﹤0.01% 835
2021
Q1 		$227K Buy
2,020
+327
+19% +$43.4K ﹤0.01% 765
2020
Q4 		$256K Buy
+1,693
New +$206K 0.01% 678

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

Lido Advisors's PTON Position: Q2 2026 in Review

Lido Advisors increased its Peloton Interactive (PTON) stake by 20% in Q2 2026, buying an estimated $40.3K and bringing the position to 44,769 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #1810.

Lido Advisors first reported a position in PTON in Q4 2020 and has held it in 7 quarters since. The position peaked at $629K in Q3 2025. 464 funds tracked by Wall St. Rank hold PTON as of Q2 2026.

  • Lido Advisors held 44,769 shares of Peloton Interactive worth $265K as of Q2 2026.
  • Lido Advisors bought 7,468 Peloton Interactive shares in Q2 2026, an estimated $40.3K.
  • Peloton Interactive made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1810 holding.
  • Lido Advisors first reported a position in Peloton Interactive in Q4 2020 and has held it in 7 quarters since.
  • Lido Advisors's Peloton Interactive position peaked at $629K in Q3 2025.
  • 464 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.