Simplicity Wealth’s Peloton Interactive PTON Stock Holding History

Simplicity Wealth’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 Q4	–	Sell	-133,078	Closed	-$1.2M	–	760
2025 Q3	$1.2M	Buy	+133,078	New	+$990K	0.07%	263

Other funds holding PTON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Simplicity Wealth's PTON Position: Q4 2025 in Review

Simplicity Wealth sold out of Peloton Interactive (PTON) in Q4 2025, closing a stake of 133,078 shares — an estimated $1.2M sold.

Simplicity Wealth first reported a position in PTON in Q3 2025 and held it in 1 quarter. The position peaked at $1.2M in Q3 2025. 443 funds tracked by Wall St. Rank hold PTON as of Q4 2025.

Simplicity Wealth reported no remaining Peloton Interactive position as of Q4 2025 after selling out during the quarter.
Simplicity Wealth sold 133,078 Peloton Interactive shares in Q4 2025, an estimated $1.2M.
Simplicity Wealth first reported a position in Peloton Interactive in Q3 2025 and held it in 1 quarter.
Simplicity Wealth's Peloton Interactive position peaked at $1.2M in Q3 2025.
443 funds tracked by Wall St. Rank held Peloton Interactive as of Q4 2025.

Based on Simplicity Wealth's 13F filing for Q4 2025, filed 30 Jan 2026.