Root Financial Partners
PTON icon

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
Q3 		$2.4K Buy
+481
New +$2.69K ﹤0.01% 2558
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 $6.79T 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

Root Financial Partners's PTON Position: Q3 2026 in Review

Root Financial Partners opened a new position in Peloton Interactive (PTON) in Q3 2026: 481 shares worth $2.4K. The stake represents ﹤0.01% of the portfolio and ranks #2558 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PTON as recently as Q1 2026.

Root Financial Partners first reported a position in PTON in Q3 2025 and has held it in 4 quarters since. 341 funds tracked by Wall St. Rank hold PTON as of Q3 2026.

  • Root Financial Partners held 481 shares of Peloton Interactive worth $2.4K as of Q3 2026.
  • Peloton Interactive was a new Root Financial Partners position in Q3 2026.
  • Peloton Interactive made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2558 holding.
  • Root Financial Partners first reported a position in Peloton Interactive in Q3 2025 and has held it in 4 quarters since.
  • 341 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.