Plante Moran Financial Advisors’s Peloton Interactive PTON Stock Holding History

Plante Moran Financial 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	$579	Buy	+98	New	+$529	﹤0.01%	1080
2022 Q1	–	Sell	-600	Closed	-$21K	–	959
2021 Q4	$21K	Buy	600 +350	+140%	+$21.4K	﹤0.01%	548
2021 Q3	$22K	Hold	250	–	–	﹤0.01%	542
2021 Q2	$31K	Hold	250	–	–	0.01%	469
2021 Q1	$28K	Hold	250	–	–	0.01%	478
2020 Q4	$38K	Hold	250	–	–	0.01%	406
2020 Q3	$25K	Sell	250 -270	-52%	-$19.9K	0.01%	448
2020 Q2	$30K	Hold	520	–	–	0.01%	366
2020 Q1	$14K	Hold	520	–	–	0.01%	454
2019 Q4	$15K	Buy	+520	New	+$14K	0.01%	505

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 $3.38T AUM 44.17% 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

Plante Moran Financial Advisors's PTON Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Peloton Interactive (PTON) in Q2 2026: 98 shares worth $579. The stake represents ﹤0.01% of the portfolio and ranks #1080 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in PTON as recently as Q4 2021.

Plante Moran Financial Advisors first reported a position in PTON in Q4 2019 and has held it in 10 quarters since. The position peaked at $38K in Q4 2020. 465 funds tracked by Wall St. Rank hold PTON as of Q2 2026.

Plante Moran Financial Advisors held 98 shares of Peloton Interactive worth $579 as of Q2 2026.
Peloton Interactive was a new Plante Moran Financial Advisors position in Q2 2026.
Peloton Interactive made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1080 holding.
Plante Moran Financial Advisors first reported a position in Peloton Interactive in Q4 2019 and has held it in 10 quarters since.
Plante Moran Financial Advisors's Peloton Interactive position peaked at $38K in Q4 2020.
465 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.