Tyler-Stone Wealth Management’s Peloton Interactive PTON Stock Holding History

Tyler-Stone Wealth 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 Q1	–	Sell	-16,100	Closed	-$140K	–	331
2024 Q4	$140K	Buy	+16,100	New	+$125K	0.02%	317
2024 Q3	–	Sell	-50	Closed	-$169	–	785
2024 Q2	$169	Hold	50	–	–	﹤0.01%	954
2024 Q1	$214	Hold	50	–	–	﹤0.01%	939
2023 Q4	$305	Hold	50	–	–	﹤0.01%	911
2023 Q3	$0	Sell	50 -145	-74%	-$1.03K	﹤0.01%	940
2023 Q2	$2K	Buy	+195	New	+$1.66K	﹤0.01%	818
2022 Q4	$2K	Hold	205	–	–	﹤0.01%	765
2022 Q3	$1K	Hold	205	–	–	﹤0.01%	824
2022 Q2	$2K	Hold	205	–	–	﹤0.01%	773
2022 Q1	$5K	Hold	205	–	–	﹤0.01%	677
2021 Q4	$7K	Buy	+205	New	+$12.5K	﹤0.01%	660

Other funds holding PTON

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

QOP

Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tyler-Stone Wealth Management's PTON Position: Q1 2025 in Review

Tyler-Stone Wealth Management sold out of Peloton Interactive (PTON) in Q1 2025, closing a stake of 16,100 shares — an estimated $140K sold.

Tyler-Stone Wealth Management first reported a position in PTON in Q4 2021 and held it in 11 quarters. The position peaked at $140K in Q4 2024. 456 funds tracked by Wall St. Rank hold PTON as of Q1 2025.

Tyler-Stone Wealth Management reported no remaining Peloton Interactive position as of Q1 2025 after selling out during the quarter.
Tyler-Stone Wealth Management sold 16,100 Peloton Interactive shares in Q1 2025, an estimated $140K.
Tyler-Stone Wealth Management first reported a position in Peloton Interactive in Q4 2021 and held it in 11 quarters.
Tyler-Stone Wealth Management's Peloton Interactive position peaked at $140K in Q4 2024.
456 funds tracked by Wall St. Rank held Peloton Interactive as of Q1 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.