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Rothschild Investment LLC’s Peloton Interactive PTON Stock Holding History

Rothschild Investment LLC’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 		$35.8K Buy
6,053
+1,518
+33% +$8.19K ﹤0.01% 1334
2026
Q1 		$19.5K Buy
4,535
+718
+19% +$3.5K ﹤0.01% 1425
2025
Q4 		$23.5K Buy
3,817
+87
+2% +$612 ﹤0.01% 1270
2025
Q3 		$33.6K Sell
3,730
-170
-4% -$1.26K ﹤0.01% 1106
2025
Q2 		$27.1K Buy
3,900
+215
+6% +$1.4K ﹤0.01% 952
2025
Q1 		$23.3K Buy
3,685
+180
+5% +$1.41K ﹤0.01% 960
2024
Q4 		$30.5K Buy
3,505
+50
+1% +$390 ﹤0.01% 900
2024
Q3 		$16.2K Buy
3,455
+385
+13% +$1.51K ﹤0.01% 1047
2024
Q2 		$10.4K Buy
+3,070
New +$11K ﹤0.01% 1098
2021
Q4 		– Sell
-58,030
Closed -$5.05M – 508
2021
Q3 		$5.05M Hold
58,030
– – 0.42% 69
2021
Q2 		$7.2M Sell
58,030
-570
-1% -$60.7K 0.57% 55
2021
Q1 		$6.59M Sell
58,600
-11,250
-16% -$1.49M 0.57% 53
2020
Q4 		$10.6M Sell
69,850
-7,200
-9% -$877K 1.02% 20
2020
Q3 		$7.65M Buy
77,050
+6,525
+9% +$480K 0.83% 29
2020
Q2 		$4.07M Sell
70,525
-12,425
-15% -$514K 0.49% 63
2020
Q1 		$2.2M Buy
82,950
+400
+0.5% +$11.1K 0.29% 92
2019
Q4 		$2.34M Buy
82,550
+750
+0.9% +$20.2K 0.23% 115
2019
Q3 		$2.05M Buy
+81,800
New +$2.07M 0.24% 112

Other funds holding PTON

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
CMI
Clare Market Investments Dallas, Texas $548M AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Rothschild Investment LLC's PTON Position: Q2 2026 in Review

Rothschild Investment LLC increased its Peloton Interactive (PTON) stake by 33% in Q2 2026, buying an estimated $8.19K and bringing the position to 6,053 shares worth $35.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

Rothschild Investment LLC first reported a position in PTON in Q3 2019 and has held it in 18 quarters since. The position peaked at $10.6M in Q4 2020. 174 funds tracked by Wall St. Rank hold PTON as of Q2 2026.

  • Rothschild Investment LLC held 6,053 shares of Peloton Interactive worth $35.8K as of Q2 2026.
  • Rothschild Investment LLC bought 1,518 Peloton Interactive shares in Q2 2026, an estimated $8.19K.
  • Peloton Interactive made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1334 holding.
  • Rothschild Investment LLC first reported a position in Peloton Interactive in Q3 2019 and has held it in 18 quarters since.
  • Rothschild Investment LLC's Peloton Interactive position peaked at $10.6M in Q4 2020.
  • 174 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.