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LRI Investments’s Peloton Interactive PTON Stock Holding History

LRI Investments’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 		$30 Buy
+5
New +$27 ﹤0.01% 1934

Other funds holding PTON

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CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
CMI
Clare Market Investments Dallas, Texas $548M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
BSP
Benefit Street Partners New York $69.6M AUM
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return

LRI Investments's PTON Position: Q2 2026 in Review

LRI Investments opened a new position in Peloton Interactive (PTON) in Q2 2026: 5 shares worth $30. The stake represents ﹤0.01% of the portfolio and ranks #1934 among its holdings.

133 funds tracked by Wall St. Rank hold PTON as of Q2 2026.

  • LRI Investments held 5 shares of Peloton Interactive worth $30 as of Q2 2026.
  • Peloton Interactive was a new LRI Investments position in Q2 2026.
  • Peloton Interactive made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1934 holding.
  • 133 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.