Physician Wealth Advisors’s Peloton Interactive PTON Stock Holding History

Physician Wealth 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	$6	Hold	1	–	–	﹤0.01%	2330
2026 Q1	$5	Hold	1	–	–	﹤0.01%	2055
2025 Q4	$7	Hold	1	–	–	﹤0.01%	2024
2025 Q3	$9	Hold	1	–	–	﹤0.01%	1896
2025 Q2	$7	Hold	1	–	–	﹤0.01%	1796
2025 Q1	$7	Hold	1	–	–	﹤0.01%	1432
2024 Q4	$9	Buy	+1	New	+$8	﹤0.01%	1142

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

Physician Wealth Advisors's PTON Position: Q2 2026 in Review

Physician Wealth Advisors held its Peloton Interactive (PTON) position steady in Q2 2026 at 1 share worth $6. The position accounts for ﹤0.01% of the portfolio, ranked #2330.

Physician Wealth Advisors first reported a position in PTON in Q4 2024 and has held it in 7 quarters since. The position peaked at $9 in Q3 2025. 464 funds tracked by Wall St. Rank hold PTON as of Q2 2026.

Physician Wealth Advisors held 1 share of Peloton Interactive worth $6 as of Q2 2026.
Physician Wealth Advisors left its Peloton Interactive share count unchanged in Q2 2026.
Peloton Interactive made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2330 holding.
Physician Wealth Advisors first reported a position in Peloton Interactive in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Peloton Interactive position peaked at $9 in Q3 2025.
464 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.