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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

Strategic Wealth Partners's PTON Position: Q1 2026 in Review

Strategic Wealth Partners opened a new position in Peloton Interactive (PTON) in Q1 2026: 15 shares worth $63. The stake represents ﹤0.01% of the portfolio and ranks #1411 among its holdings. This is a return to the name: Strategic Wealth Partners previously reported a position in PTON as recently as Q2 2025.

Strategic Wealth Partners first reported a position in PTON in Q1 2021 and has held it in 3 quarters since. The position peaked at $371K in Q1 2021. 437 funds tracked by Wall St. Rank hold PTON as of Q1 2026.

  • Strategic Wealth Partners held 15 shares of Peloton Interactive worth $63 as of Q1 2026.
  • Peloton Interactive was a new Strategic Wealth Partners position in Q1 2026.
  • Peloton Interactive made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1411 holding.
  • Strategic Wealth Partners first reported a position in Peloton Interactive in Q1 2021 and has held it in 3 quarters since.
  • Strategic Wealth Partners's Peloton Interactive position peaked at $371K in Q1 2021.
  • 437 funds tracked by Wall St. Rank held Peloton Interactive as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.