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Optimum Investment Advisors’s Peloton Interactive PTON Stock Holding History

Optimum Investment 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
2020
Q4 		– Sell
-1,300
Closed -$1K – 934
2020
Q3 		$1K Buy
+1,300
New +$95.6K ﹤0.01% 853

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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Optimum Investment Advisors's PTON Position: Q3 2025 in Review

Optimum Investment Advisors held its Peloton Interactive (PTON) position steady in Q3 2025 at 1 share worth $9. The position accounts for ﹤0.01% of the portfolio, ranked #613.

Optimum Investment Advisors first reported a position in PTON in Q1 2021 and has held it in 17 quarters since. The position peaked at $34K in Q1 2021. 467 funds tracked by Wall St. Rank hold PTON as of Q3 2025.

  • Optimum Investment Advisors held 1 share of Peloton Interactive worth $9 as of Q3 2025.
  • Optimum Investment Advisors left its Peloton Interactive share count unchanged in Q3 2025.
  • Peloton Interactive made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #613 holding.
  • Optimum Investment Advisors first reported a position in Peloton Interactive in Q1 2021 and has held it in 17 quarters since.
  • Optimum Investment Advisors's Peloton Interactive position peaked at $34K in Q1 2021.
  • 467 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.