Strategic Wealth Partners’s Peloton Interactive PTON Stock Holding History

Strategic Wealth Partners’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	–	Sell	-15	Closed	-$63	–	1544
2026 Q1	$63	Buy	+15	New	+$73	﹤0.01%	1411
2025 Q3	–	Sell	-500	Closed	-$3.47K	–	1377
2025 Q2	$3.47K	Buy	+500	New	+$3.25K	﹤0.01%	948
2021 Q2	–	Sell	-3,301	Closed	-$371K	–	254
2021 Q1	$371K	Buy	+3,301	New	+$438K	0.15%	146

Other funds holding PTON

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

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

QOP

Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PFCS

Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return

Strategic Wealth Partners's PTON Position: Q2 2026 in Review

Strategic Wealth Partners sold out of Peloton Interactive (PTON) in Q2 2026, closing a stake of 15 shares — an estimated $63 sold.

Strategic Wealth Partners first reported a position in PTON in Q1 2021 and held it in 3 quarters. The position peaked at $371K in Q1 2021. 464 funds tracked by Wall St. Rank hold PTON as of Q2 2026.

Strategic Wealth Partners reported no remaining Peloton Interactive position as of Q2 2026 after selling out during the quarter.
Strategic Wealth Partners sold 15 Peloton Interactive shares in Q2 2026, an estimated $63.
Strategic Wealth Partners first reported a position in Peloton Interactive in Q1 2021 and held it in 3 quarters.
Strategic Wealth Partners's Peloton Interactive position peaked at $371K in Q1 2021.
464 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.