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Merit Financial Group’s Peloton Interactive PTON Stock Holding History

Merit Financial Group’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 		$252K Buy
42,560
+15,652
+58% +$84.4K ﹤0.01% 1939
2026
Q1 		$115K Buy
+26,908
New +$131K ﹤0.01% 1995
2025
Q2 		– Sell
-10,612
Closed -$67.1K – 1742
2025
Q1 		$67.1K Buy
+10,612
New +$83.3K ﹤0.01% 1369

Other funds holding PTON

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Merit Financial Group's PTON Position: Q2 2026 in Review

Merit Financial Group increased its Peloton Interactive (PTON) stake by 58% in Q2 2026, buying an estimated $84.4K and bringing the position to 42,560 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #1939.

Merit Financial Group first reported a position in PTON in Q1 2025 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold PTON as of Q2 2026.

  • Merit Financial Group held 42,560 shares of Peloton Interactive worth $252K as of Q2 2026.
  • Merit Financial Group bought 15,652 Peloton Interactive shares in Q2 2026, an estimated $84.4K.
  • Peloton Interactive made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1939 holding.
  • Merit Financial Group first reported a position in Peloton Interactive in Q1 2025 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.