Physician Wealth Advisors
PTON icon

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
Q3 		$504 Buy
101
+100
+10,000% +$559 ﹤0.01% 2237
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $38B AUM 25.01% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Quinn Opportunity Partners
Quinn Opportunity Partners Charlottesville, Virginia $1.85B AUM 1.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nantahala Capital Management
Nantahala Capital Management New Canaan, Connecticut $3.16B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Physician Wealth Advisors's PTON Position: Q3 2026 in Review

Physician Wealth Advisors increased its Peloton Interactive (PTON) stake by 10,000% in Q3 2026, buying an estimated $559 and bringing the position to 101 shares worth $504. The position accounts for ﹤0.01% of the portfolio, ranked #2237.

Physician Wealth Advisors first reported a position in PTON in Q4 2024 and has held it in 8 quarters since. 341 funds tracked by Wall St. Rank hold PTON as of Q3 2026.

  • Physician Wealth Advisors held 101 shares of Peloton Interactive worth $504 as of Q3 2026.
  • Physician Wealth Advisors bought 100 Peloton Interactive shares in Q3 2026, an estimated $559.
  • Peloton Interactive made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #2237 holding.
  • Physician Wealth Advisors first reported a position in Peloton Interactive in Q4 2024 and has held it in 8 quarters since.
  • 341 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.