NewEdge Wealth’s Peloton Interactive PTON Stock Holding History

NewEdge Wealth’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 Q1	–	Sell	-176,421	Closed	-$1.09M	–	1256
2025 Q4	$1.09M	Buy	+176,421	New	+$1.24M	0.01%	602
2021 Q4	–	Sell	-2,944	Closed	-$256K	–	401
2021 Q3	$256K	Buy	+2,944	New	+$325K	0.02%	262

Other funds holding PTON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

QOP

Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

DCM

DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return

NewEdge Wealth's PTON Position: Q1 2026 in Review

NewEdge Wealth sold out of Peloton Interactive (PTON) in Q1 2026, closing a stake of 176,421 shares — an estimated $1.09M sold.

NewEdge Wealth first reported a position in PTON in Q3 2021 and held it in 2 quarters. The position peaked at $1.09M in Q4 2025. 441 funds tracked by Wall St. Rank hold PTON as of Q1 2026.

NewEdge Wealth reported no remaining Peloton Interactive position as of Q1 2026 after selling out during the quarter.
NewEdge Wealth sold 176,421 Peloton Interactive shares in Q1 2026, an estimated $1.09M.
NewEdge Wealth first reported a position in Peloton Interactive in Q3 2021 and held it in 2 quarters.
NewEdge Wealth's Peloton Interactive position peaked at $1.09M in Q4 2025.
441 funds tracked by Wall St. Rank held Peloton Interactive as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.