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Northwest & Ethical Investments’s Peloton Interactive PTON Stock Holding History

Northwest & Ethical 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
2025
Q1 		– Sell
-61
Closed -$6.43K – 518
2024
Q4 		$6.43K Buy
+61
New +$475 ﹤0.01% 487

Other funds holding PTON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northwest & Ethical Investments's PTON Position: Q1 2025 in Review

Northwest & Ethical Investments sold out of Peloton Interactive (PTON) in Q1 2025, closing a stake of 15,100 shares — an estimated $131K sold.

Northwest & Ethical Investments first reported a position in PTON in Q4 2021 and held it in 7 quarters. The position peaked at $1.7M in Q1 2022. 457 funds tracked by Wall St. Rank hold PTON as of Q1 2025.

  • Northwest & Ethical Investments reported no remaining Peloton Interactive position as of Q1 2025 after selling out during the quarter.
  • Northwest & Ethical Investments sold 15,100 Peloton Interactive shares in Q1 2025, an estimated $131K.
  • Northwest & Ethical Investments first reported a position in Peloton Interactive in Q4 2021 and held it in 7 quarters.
  • Northwest & Ethical Investments's Peloton Interactive position peaked at $1.7M in Q1 2022.
  • 457 funds tracked by Wall St. Rank held Peloton Interactive as of Q1 2025.

Based on Northwest & Ethical Investments's 13F filing for Q1 2025, filed 13 May 2025.