Smallwood Wealth Investment Management’s Peloton Interactive PTON Stock Holding History

Smallwood Wealth Investment Management’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	$29	Hold	5	–	–	﹤0.01%	514
2026 Q1	$21	Hold	5	–	–	﹤0.01%	511
2025 Q4	$30	Hold	5	–	–	﹤0.01%	500
2025 Q3	$45	Hold	5	–	–	﹤0.01%	509
2025 Q2	$34	Hold	5	–	–	﹤0.01%	549
2025 Q1	$31	Buy	+5	New	+$39	﹤0.01%	493

Other funds holding PTON

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

BSP

Benefit Street Partners New York $69.6M AUM

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Smallwood Wealth Investment Management's PTON Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Peloton Interactive (PTON) position steady in Q2 2026 at 5 shares worth $29. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Smallwood Wealth Investment Management first reported a position in PTON in Q1 2025 and has held it in 6 quarters since. The position peaked at $45 in Q3 2025. 102 funds tracked by Wall St. Rank hold PTON as of Q2 2026.

Smallwood Wealth Investment Management held 5 shares of Peloton Interactive worth $29 as of Q2 2026.
Smallwood Wealth Investment Management left its Peloton Interactive share count unchanged in Q2 2026.
Peloton Interactive made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #514 holding.
Smallwood Wealth Investment Management first reported a position in Peloton Interactive in Q1 2025 and has held it in 6 quarters since.
Smallwood Wealth Investment Management's Peloton Interactive position peaked at $45 in Q3 2025.
102 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.