SDWMA
PTON icon

Schneider Downs Wealth Management Advisors’s Peloton Interactive PTON Stock Holding History

Schneider Downs Wealth Management 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
2025
Q3 		– Sell
-10,000
Closed -$69.4K – 153
2025
Q2 		$69.4K Hold
10,000
– – 0.01% 145
2025
Q1 		$63.2K Hold
10,000
– – 0.01% 140
2024
Q4 		$87K Sell
10,000
-310
-3% -$2.42K 0.02% 137
2024
Q3 		$48.3K Hold
10,310
– – 0.01% 141
2024
Q2 		$34.8K Buy
+10,310
New +$36.9K 0.01% 129

Other funds holding PTON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's PTON Position: Q3 2025 in Review

Schneider Downs Wealth Management Advisors sold out of Peloton Interactive (PTON) in Q3 2025, closing a stake of 10,000 shares — an estimated $69.4K sold.

Schneider Downs Wealth Management Advisors first reported a position in PTON in Q2 2024 and held it in 5 quarters. The position peaked at $87K in Q4 2024. 466 funds tracked by Wall St. Rank hold PTON as of Q3 2025.

  • Schneider Downs Wealth Management Advisors reported no remaining Peloton Interactive position as of Q3 2025 after selling out during the quarter.
  • Schneider Downs Wealth Management Advisors sold 10,000 Peloton Interactive shares in Q3 2025, an estimated $69.4K.
  • Schneider Downs Wealth Management Advisors first reported a position in Peloton Interactive in Q2 2024 and held it in 5 quarters.
  • Schneider Downs Wealth Management Advisors's Peloton Interactive position peaked at $87K in Q4 2024.
  • 466 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2025.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.