Tortoise Investment Management’s Peloton Interactive PTON Stock Holding History

Tortoise Investment 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 Q4	–	Sell	-192	Closed	-$1.73K	–	1144
2025 Q3	$1.73K	Hold	192	–	–	﹤0.01%	913
2025 Q2	$1.33K	Hold	192	–	–	﹤0.01%	890
2025 Q1	$1.21K	Sell	192 -300	-61%	-$2.35K	﹤0.01%	742
2024 Q4	$4.28K	Hold	492	–	–	﹤0.01%	703
2024 Q3	$2.3K	Hold	492	–	–	﹤0.01%	755
2024 Q2	$1.66K	Hold	492	–	–	﹤0.01%	794
2024 Q1	$2.11K	Hold	492	–	–	﹤0.01%	770
2023 Q4	$3K	Sell	492 -187	-28%	-$1.01K	﹤0.01%	665
2023 Q3	$3.43K	Buy	679 +374	+123%	+$2.66K	﹤0.01%	650
2023 Q2	$2.35K	Hold	305	–	–	﹤0.01%	679
2023 Q1	$3.46K	Hold	305	–	–	﹤0.01%	643
2022 Q4	$2.42K	Hold	305	–	–	﹤0.01%	673
2022 Q3	$2K	Hold	305	–	–	﹤0.01%	699
2022 Q2	$3K	Buy	+305	New	+$4.89K	﹤0.01%	657

Other funds holding PTON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Tortoise Investment Management's PTON Position: Q4 2025 in Review

Tortoise Investment Management sold out of Peloton Interactive (PTON) in Q4 2025, closing a stake of 192 shares — an estimated $1.73K sold.

Tortoise Investment Management first reported a position in PTON in Q2 2022 and held it in 14 quarters. The position peaked at $4.28K in Q4 2024. 444 funds tracked by Wall St. Rank hold PTON as of Q4 2025.

Tortoise Investment Management reported no remaining Peloton Interactive position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 192 Peloton Interactive shares in Q4 2025, an estimated $1.73K.
Tortoise Investment Management first reported a position in Peloton Interactive in Q2 2022 and held it in 14 quarters.
Tortoise Investment Management's Peloton Interactive position peaked at $4.28K in Q4 2024.
444 funds tracked by Wall St. Rank held Peloton Interactive as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.