LPL Financial
PTON icon

LPL Financial’s Peloton Interactive PTON Stock Holding History

LPL Financial’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
Q3 		$458K Sell
91,844
-27,457
-23% -$154K ﹤0.01% 5173
2026
Q2 		$705K Buy
119,301
+24,460
+26% +$132K ﹤0.01% 4737
2026
Q1 		$407K Sell
94,841
-54,053
-36% -$264K ﹤0.01% 4951
2025
Q4 		$917K Sell
148,894
-56,350
-27% -$397K ﹤0.01% 4158
2025
Q3 		$1.85M Buy
205,244
+37,860
+23% +$282K ﹤0.01% 3392
2025
Q2 		$1.16M Buy
167,384
+52,678
+46% +$342K ﹤0.01% 3615
2025
Q1 		$725K Buy
114,706
+38,257
+50% +$300K ﹤0.01% 3816
2024
Q4 		$665K Sell
76,449
-4,955
-6% -$38.6K ﹤0.01% 3841
2024
Q3 		$381K Sell
81,404
-24,715
-23% -$97.1K ﹤0.01% 4240
2024
Q2 		$359K Buy
106,119
+19,524
+23% +$69.9K ﹤0.01% 4123
2024
Q1 		$371K Buy
86,595
+3,839
+5% +$19K ﹤0.01% 4033
2023
Q4 		$504K Buy
82,756
+27,818
+51% +$150K ﹤0.01% 3665
2023
Q3 		$277K Sell
54,938
-5,407
-9% -$38.5K ﹤0.01% 3986
2023
Q2 		$464K Buy
60,345
+5,192
+9% +$44.1K ﹤0.01% 3511
2023
Q1 		$625K Sell
55,153
-4,619
-8% -$55.5K ﹤0.01% 3144
2022
Q4 		$475K Sell
59,772
-7,882
-12% -$75.6K ﹤0.01% 3291
2022
Q3 		$469K Buy
67,654
+8,974
+15% +$91.2K ﹤0.01% 3212
2022
Q2 		$539K Buy
58,680
+2,425
+4% +$38.9K ﹤0.01% 3134
2022
Q1 		$1.49M Buy
56,255
+6,956
+14% +$199K ﹤0.01% 2276
2021
Q4 		$1.76M Sell
49,299
-238
-0.5% -$14.5K ﹤0.01% 2187
2021
Q3 		$4.31M Buy
49,537
+1,618
+3% +$179K ﹤0.01% 1499
2021
Q2 		$5.94M Buy
47,919
+6,434
+16% +$685K 0.01% 1220
2021
Q1 		$4.66M Buy
41,485
+4,752
+13% +$630K 0.01% 1275
2020
Q4 		$5.57M Sell
36,733
-31,235
-46% -$3.8M 0.01% 1061
2020
Q3 		$6.74M Buy
67,968
+14,853
+28% +$1.09M 0.01% 807
2020
Q2 		$3.07M Buy
53,115
+41,822
+370% +$1.73M 0.01% 1126
2020
Q1 		$300K Buy
+11,293
New +$314K ﹤0.01% 2506

Other funds holding PTON

Quinn Opportunity Partners
Quinn Opportunity Partners Charlottesville, Virginia $1.85B AUM 1.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Technology Crossover Management IX
Technology Crossover Management IX Menlo Park, California $552M AUM 54.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Technology Crossover Management X
Technology Crossover Management X Menlo Park, California $648M AUM 23.83% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LPL Financial's PTON Position: Q3 2026 in Review

LPL Financial reduced its Peloton Interactive (PTON) stake by 23% in Q3 2026, selling an estimated $154K and leaving 91,844 shares worth $458K. The position accounts for ﹤0.01% of the portfolio, ranked #5173.

LPL Financial first reported a position in PTON in Q1 2020 and has held it in 27 quarters since. The position peaked at $6.74M in Q3 2020. 237 funds tracked by Wall St. Rank hold PTON as of Q3 2026.

  • LPL Financial held 91,844 shares of Peloton Interactive worth $458K as of Q3 2026.
  • LPL Financial sold 27,457 Peloton Interactive shares in Q3 2026, an estimated $154K.
  • Peloton Interactive made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5173 holding.
  • LPL Financial first reported a position in Peloton Interactive in Q1 2020 and has held it in 27 quarters since.
  • LPL Financial's Peloton Interactive position peaked at $6.74M in Q3 2020.
  • 237 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.