Pension & Wealth Management Advisors’s Peloton Interactive PTON Stock Holding History

Pension & Wealth Management 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
2026 Q2	$7.09K	Hold	1,200	–	–	﹤0.01%	452
2026 Q1	$5.15K	Hold	1,200	–	–	﹤0.01%	430
2025 Q4	$7.39K	Hold	1,200	–	–	﹤0.01%	430
2025 Q3	$10.8K	Hold	1,200	–	–	﹤0.01%	403
2025 Q2	$8.33K	Hold	1,200	–	–	﹤0.01%	377
2025 Q1	$7.58K	Buy	+1,200	New	+$9.42K	﹤0.01%	375

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

QOP

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PFCS

Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return

Pension & Wealth Management Advisors's PTON Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its Peloton Interactive (PTON) position steady in Q2 2026 at 1,200 shares worth $7.09K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Pension & Wealth Management Advisors first reported a position in PTON in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.8K in Q3 2025. 432 funds tracked by Wall St. Rank hold PTON as of Q2 2026.

Pension & Wealth Management Advisors held 1,200 shares of Peloton Interactive worth $7.09K as of Q2 2026.
Pension & Wealth Management Advisors left its Peloton Interactive share count unchanged in Q2 2026.
Peloton Interactive made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #452 holding.
Pension & Wealth Management Advisors first reported a position in Peloton Interactive in Q1 2025 and has held it in 6 quarters since.
Pension & Wealth Management Advisors's Peloton Interactive position peaked at $10.8K in Q3 2025.
432 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.