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SVB Wealth’s Peloton Interactive PTON Stock Holding History

SVB Wealth’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
Q2 		– Sell
-520
Closed -$3.29K – 1339
2025
Q1 		$3.29K Buy
+520
New +$4.08K ﹤0.01% 1117
2023
Q3 		– Sell
-55,228
Closed -$425K – 918
2023
Q2 		$425K Sell
55,228
-1,232
-2% -$10.5K 0.01% 532
2023
Q1 		$640K Sell
56,460
-166,696
-75% -$2M 0.01% 479
2022
Q4 		$1.77M Sell
223,156
-71
-0% -$681 0.02% 289
2022
Q3 		$1.55M Buy
+223,227
New +$2.27M 0.02% 290

Other funds holding PTON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SVB Wealth's PTON Position: Q2 2025 in Review

SVB Wealth sold out of Peloton Interactive (PTON) in Q2 2025, closing a stake of 520 shares — an estimated $3.29K sold.

SVB Wealth first reported a position in PTON in Q3 2022 and held it in 5 quarters. The position peaked at $1.77M in Q4 2022. 450 funds tracked by Wall St. Rank hold PTON as of Q2 2025.

  • SVB Wealth reported no remaining Peloton Interactive position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 520 Peloton Interactive shares in Q2 2025, an estimated $3.29K.
  • SVB Wealth first reported a position in Peloton Interactive in Q3 2022 and held it in 5 quarters.
  • SVB Wealth's Peloton Interactive position peaked at $1.77M in Q4 2022.
  • 450 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.