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SWM
Spire Wealth Management’s
Peloton Interactive
PTON
Stock Holding History
Spire Wealth Management’s Portfolio
PTON Stock Details
PTON Fund Activity
Bought
Maintained
Sold
Shares
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
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Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
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
New York
$166B AUM
43.98%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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