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Pinnacle Wealth Planning Services’s Peloton Interactive PTON Stock Holding History

Pinnacle Wealth Planning Services’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 		$41.6K Buy
7,043
+6,543
+1,309% +$35.3K ﹤0.01% 1405
2026
Q1 		$2.15K Hold
500
– – ﹤0.01% 2434
2025
Q4 		$3.08K Buy
+500
New +$3.52K ﹤0.01% 2392
2021
Q1 		– Sell
-15
Closed -$2K – 1557
2020
Q4 		$2K Buy
+15
New +$1.83K ﹤0.01% 1968

Other funds holding PTON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
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
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
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

Pinnacle Wealth Planning Services's PTON Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Peloton Interactive (PTON) stake by 1,309% in Q2 2026, buying an estimated $35.3K and bringing the position to 7,043 shares worth $41.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

Pinnacle Wealth Planning Services first reported a position in PTON in Q4 2020 and has held it in 4 quarters since. 464 funds tracked by Wall St. Rank hold PTON as of Q2 2026.

  • Pinnacle Wealth Planning Services held 7,043 shares of Peloton Interactive worth $41.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 6,543 Peloton Interactive shares in Q2 2026, an estimated $35.3K.
  • Peloton Interactive made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1405 holding.
  • Pinnacle Wealth Planning Services first reported a position in Peloton Interactive in Q4 2020 and has held it in 4 quarters since.
  • 464 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.