Perigon Wealth Management
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Perigon Wealth Management’s Peloton Interactive PTON Stock Holding History

Perigon Wealth Management’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
Q3 		$120K Sell
24,092
-16,757
-41% -$93.8K ﹤0.01% 1425
2026
Q2 		$241K Sell
40,849
-3,442
-8% -$18.6K ﹤0.01% 1254
2026
Q1 		$190K Buy
44,291
+19,424
+78% +$94.7K ﹤0.01% 1230
2025
Q4 		$153K Buy
24,867
+1,128
+5% +$7.94K ﹤0.01% 1263
2025
Q3 		$214K Buy
23,739
+628
+3% +$4.67K ﹤0.01% 1132
2025
Q2 		$160K Sell
23,111
-750
-3% -$4.87K ﹤0.01% 1020
2025
Q1 		$151K Sell
23,861
-247
-1% -$1.94K ﹤0.01% 992
2024
Q4 		$205K Buy
24,108
+1,159
+5% +$9.03K 0.01% 973
2024
Q3 		$107K Buy
22,949
+813
+4% +$3.2K ﹤0.01% 967
2024
Q2 		$74.8K Sell
22,136
-331
-1% -$1.19K ﹤0.01% 851
2024
Q1 		$96.3K Sell
22,467
-6,156
-22% -$30.4K ﹤0.01% 832
2023
Q4 		$174K Buy
28,623
+7,260
+34% +$39.1K 0.01% 797
2023
Q3 		$108K Sell
21,363
-42,282
-66% -$301K ﹤0.01% 756
2023
Q2 		$489K Buy
63,645
+21,873
+52% +$186K 0.02% 458
2023
Q1 		$474K Sell
41,772
-1,714
-4% -$20.6K 0.03% 406
2022
Q4 		$345K Buy
43,486
+26,024
+149% +$250K 0.02% 489
2022
Q3 		$121K Sell
17,462
-79
-0.5% -$803 0.01% 552
2022
Q2 		$161K Sell
17,541
-432
-2% -$6.93K 0.01% 545
2022
Q1 		$475K Buy
17,973
+729
+4% +$20.9K 0.03% 371
2021
Q4 		$617K Sell
17,244
-911
-5% -$55.6K 0.04% 296
2021
Q3 		$1.58M Sell
18,155
-37
-0.2% -$4.09K 0.14% 138
2021
Q2 		$2.26M Sell
18,192
-1,320
-7% -$141K 0.2% 96
2021
Q1 		$2.19M Buy
19,512
+18,652
+2,169% +$2.47M 0.22% 93
2020
Q4 		$130K Buy
+860
New +$105K 0.02% 486

Other funds holding PTON

Kirr Marbach & Co
Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Perigon Wealth Management's PTON Position: Q3 2026 in Review

Perigon Wealth Management reduced its Peloton Interactive (PTON) stake by 41% in Q3 2026, selling an estimated $93.8K and leaving 24,092 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

Perigon Wealth Management first reported a position in PTON in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.26M in Q2 2021. 70 funds tracked by Wall St. Rank hold PTON as of Q3 2026.

  • Perigon Wealth Management held 24,092 shares of Peloton Interactive worth $120K as of Q3 2026.
  • Perigon Wealth Management sold 16,757 Peloton Interactive shares in Q3 2026, an estimated $93.8K.
  • Peloton Interactive made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1425 holding.
  • Perigon Wealth Management first reported a position in Peloton Interactive in Q4 2020 and has held it in 24 quarters since.
  • Perigon Wealth Management's Peloton Interactive position peaked at $2.26M in Q2 2021.
  • 70 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.