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
2026 Q3	$61.4K	Hold	12,310	–	–	0.01%	180
2026 Q2	$72.8K	Buy	+12,310	New	+$66.4K	0.01%	175
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

DnB Asset Management Oslo, Norway $38B AUM 25.01% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Quinn Opportunity Partners Charlottesville, Virginia $1.85B AUM 1.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Technology Crossover Management IX Menlo Park, California $552M AUM 54.85% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's PTON Position: Q3 2026 in Review

Schneider Downs Wealth Management Advisors held its Peloton Interactive (PTON) position steady in Q3 2026 at 12,310 shares worth $61.4K. The position accounts for 0.01% of the portfolio, ranked #180.

Schneider Downs Wealth Management Advisors first reported a position in PTON in Q2 2024 and has held it in 7 quarters since. The position peaked at $87K in Q4 2024. 289 funds tracked by Wall St. Rank hold PTON as of Q3 2026.

Schneider Downs Wealth Management Advisors held 12,310 shares of Peloton Interactive worth $61.4K as of Q3 2026.
Schneider Downs Wealth Management Advisors left its Peloton Interactive share count unchanged in Q3 2026.
Peloton Interactive made up 0.01% of Schneider Downs Wealth Management Advisors's portfolio in Q3 2026, its #180 holding.
Schneider Downs Wealth Management Advisors first reported a position in Peloton Interactive in Q2 2024 and has held it in 7 quarters since.
Schneider Downs Wealth Management Advisors's Peloton Interactive position peaked at $87K in Q4 2024.
289 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.