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True Wealth Design’s Peloton Interactive PTON Stock Holding History

True Wealth Design’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 		$11.2K Buy
1,892
+1,507
+391% +$8.13K ﹤0.01% 1026
2026
Q1 		$1.65K Buy
385
+196
+104% +$956 ﹤0.01% 1622
2025
Q4 		$1.17K Hold
189
– – ﹤0.01% 1654
2025
Q3 		$1.7K Hold
189
– – ﹤0.01% 1528
2025
Q2 		$1.31K Sell
189
-1,088
-85% -$7.07K ﹤0.01% 1355
2025
Q1 		$8.07K Buy
1,277
+1,241
+3,447% +$9.74K ﹤0.01% 542
2024
Q4 		$314 Buy
+36
New +$280 ﹤0.01% 1162

Other funds holding PTON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
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
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
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

True Wealth Design's PTON Position: Q2 2026 in Review

True Wealth Design increased its Peloton Interactive (PTON) stake by 391% in Q2 2026, buying an estimated $8.13K and bringing the position to 1,892 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1026.

True Wealth Design first reported a position in PTON in Q4 2024 and has held it in 7 quarters since. 463 funds tracked by Wall St. Rank hold PTON as of Q2 2026.

  • True Wealth Design held 1,892 shares of Peloton Interactive worth $11.2K as of Q2 2026.
  • True Wealth Design bought 1,507 Peloton Interactive shares in Q2 2026, an estimated $8.13K.
  • Peloton Interactive made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1026 holding.
  • True Wealth Design first reported a position in Peloton Interactive in Q4 2024 and has held it in 7 quarters since.
  • 463 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.