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LVW Advisors’s Peloton Interactive PTON Stock Holding History

LVW 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 		$79.4K Hold
13,433
– – 0.01% 459
2026
Q1 		$57.6K Hold
13,433
– – 0.01% 434
2025
Q4 		$82.7K Buy
+13,433
New +$94.6K 0.01% 339

Other funds holding PTON

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 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
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

LVW Advisors's PTON Position: Q2 2026 in Review

LVW Advisors held its Peloton Interactive (PTON) position steady in Q2 2026 at 13,433 shares worth $79.4K. The position accounts for 0.01% of the portfolio, ranked #459.

LVW Advisors first reported a position in PTON in Q4 2025 and has held it in 3 quarters since. The position peaked at $82.7K in Q4 2025. 124 funds tracked by Wall St. Rank hold PTON as of Q2 2026.

  • LVW Advisors held 13,433 shares of Peloton Interactive worth $79.4K as of Q2 2026.
  • LVW Advisors left its Peloton Interactive share count unchanged in Q2 2026.
  • Peloton Interactive made up 0.01% of LVW Advisors's portfolio in Q2 2026, its #459 holding.
  • LVW Advisors first reported a position in Peloton Interactive in Q4 2025 and has held it in 3 quarters since.
  • LVW Advisors's Peloton Interactive position peaked at $82.7K in Q4 2025.
  • 124 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.