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Marshall & Sterling Wealth Advisors’s Peloton Interactive PTON Stock Holding History

Marshall & Sterling Wealth 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
2025
Q3 		– Sell
-100
Closed -$694 – 676
2025
Q2 		$694 Sell
100
-5
-5% -$32 ﹤0.01% 594
2025
Q1 		$664 Buy
105
+5
+5% +$39 ﹤0.01% 607
2024
Q4 		$870 Buy
+100
New +$779 ﹤0.01% 340

Other funds holding PTON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's PTON Position: Q3 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Peloton Interactive (PTON) in Q3 2025, closing a stake of 100 shares — an estimated $694 sold.

Marshall & Sterling Wealth Advisors first reported a position in PTON in Q4 2024 and held it in 3 quarters. The position peaked at $870 in Q4 2024. 468 funds tracked by Wall St. Rank hold PTON as of Q3 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Peloton Interactive position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 100 Peloton Interactive shares in Q3 2025, an estimated $694.
  • Marshall & Sterling Wealth Advisors first reported a position in Peloton Interactive in Q4 2024 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Peloton Interactive position peaked at $870 in Q4 2024.
  • 468 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.