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Root Financial Partners’s Peloton Interactive PTON Stock Holding History

Root Financial Partners’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 		– Sell
-135
Closed -$579 – 2487
2026
Q1 		$579 Sell
135
-73
-35% -$356 ﹤0.01% 2816
2025
Q4 		$1.28K Buy
208
+54
+35% +$380 ﹤0.01% 2059
2025
Q3 		$1.39K Buy
+154
New +$1.15K ﹤0.01% 2013

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

Root Financial Partners's PTON Position: Q2 2026 in Review

Root Financial Partners sold out of Peloton Interactive (PTON) in Q2 2026, closing a stake of 135 shares — an estimated $579 sold.

Root Financial Partners first reported a position in PTON in Q3 2025 and held it in 3 quarters. The position peaked at $1.39K in Q3 2025. 464 funds tracked by Wall St. Rank hold PTON as of Q2 2026.

  • Root Financial Partners reported no remaining Peloton Interactive position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 135 Peloton Interactive shares in Q2 2026, an estimated $579.
  • Root Financial Partners first reported a position in Peloton Interactive in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Peloton Interactive position peaked at $1.39K in Q3 2025.
  • 464 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.