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Spire Wealth Management’s Peloton Interactive PTON Stock Holding History

Spire Wealth 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
2025
Q3 		– Sell
-840
Closed -$5.83K – 2457
2025
Q2 		$5.83K Hold
840
– – ﹤0.01% 1900
2025
Q1 		$5.31K Hold
840
– – ﹤0.01% 2038
2024
Q4 		$7.31K Hold
840
– – ﹤0.01% 1932
2024
Q3 		$3.93K Sell
840
-800
-49% -$3.14K ﹤0.01% 1873
2024
Q2 		$5.54K Sell
1,640
-56,250
-97% -$201K ﹤0.01% 1805
2024
Q1 		$248K Sell
57,890
-54,450
-48% -$269K ﹤0.01% 716
2023
Q4 		$626K Buy
112,340
+90,811
+422% +$489K 0.02% 463
2023
Q3 		$109K Buy
21,529
+21,400
+16,589% +$152K ﹤0.01% 928
2023
Q2 		$992 Sell
129
-175
-58% -$1.49K ﹤0.01% 2309
2023
Q1 		$3.45K Buy
304
+90
+42% +$1.08K ﹤0.01% 2128
2022
Q4 		$2K Sell
214
-16
-7% -$153 ﹤0.01% 2092
2022
Q3 		$2K Sell
230
-273
-54% -$2.77K ﹤0.01% 1988
2022
Q2 		$5K Sell
503
-569
-53% -$9.13K ﹤0.01% 2144
2022
Q1 		$28K Buy
1,072
+171
+19% +$4.9K ﹤0.01% 1668
2021
Q4 		$32K Sell
901
-572
-39% -$34.9K ﹤0.01% 1923
2021
Q3 		$128K Buy
1,473
+555
+60% +$61.3K ﹤0.01% 1108
2021
Q2 		$114K Sell
918
-381
-29% -$40.6K ﹤0.01% 1145
2021
Q1 		$142K Buy
+1,299
New +$172K ﹤0.01% 1222

Other funds holding PTON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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 $210B AUM 57.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Spire Wealth Management's PTON Position: Q3 2025 in Review

Spire Wealth Management sold out of Peloton Interactive (PTON) in Q3 2025, closing a stake of 840 shares — an estimated $5.83K sold.

Spire Wealth Management first reported a position in PTON in Q1 2021 and held it in 18 quarters. The position peaked at $626K in Q4 2023. 468 funds tracked by Wall St. Rank hold PTON as of Q3 2025.

  • Spire Wealth Management reported no remaining Peloton Interactive position as of Q3 2025 after selling out during the quarter.
  • Spire Wealth Management sold 840 Peloton Interactive shares in Q3 2025, an estimated $5.83K.
  • Spire Wealth Management first reported a position in Peloton Interactive in Q1 2021 and held it in 18 quarters.
  • Spire Wealth Management's Peloton Interactive position peaked at $626K in Q4 2023.
  • 468 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2025.

Based on Spire Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.