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United Capital Financial Advisors’s Peloton Interactive PTON Stock Holding History

United Capital Financial Advisors’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 		$74.3K Sell
12,578
-2,556
-17% -$13.8K ﹤0.01% 1602
2026
Q1 		$64.9K Sell
15,134
-1,609
-10% -$7.84K ﹤0.01% 1617
2025
Q4 		$103K Sell
16,743
-591
-3% -$4.16K ﹤0.01% 1353
2025
Q3 		$156K Buy
17,334
+628
+4% +$4.67K ﹤0.01% 1179
2025
Q2 		$116K Buy
16,706
+2,810
+20% +$18.3K ﹤0.01% 1078
2025
Q1 		$87.8K Sell
13,896
-305
-2% -$2.4K ﹤0.01% 1048
2024
Q4 		$124K Sell
14,201
-554
-4% -$4.32K ﹤0.01% 1041
2024
Q3 		$69.1K Buy
+14,755
New +$58K ﹤0.01% 1037
2024
Q1 		– Sell
-15,557
Closed -$94.7K – 1114
2023
Q4 		$94.7K Buy
+15,557
New +$83.8K ﹤0.01% 1037
2022
Q2 		– Sell
-11,446
Closed -$302K – 1180
2022
Q1 		$302K Buy
+11,446
New +$328K ﹤0.01% 986
2021
Q3 		– Sell
-1,901
Closed -$236K – 1237
2021
Q2 		$236K Sell
1,901
-28,623
-94% -$3.05M ﹤0.01% 1100
2021
Q1 		$3.43M Buy
30,524
+11,324
+59% +$1.5M 0.02% 412
2020
Q4 		$2.91M Buy
19,200
+16,851
+717% +$2.05M 0.02% 435
2020
Q3 		$233K Buy
+2,349
New +$173K ﹤0.01% 1033

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 $3.38T AUM 44.17% 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

United Capital Financial Advisors's PTON Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Peloton Interactive (PTON) stake by 17% in Q2 2026, selling an estimated $13.8K and leaving 12,578 shares worth $74.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1602.

United Capital Financial Advisors first reported a position in PTON in Q3 2020 and has held it in 14 quarters since. The position peaked at $3.43M in Q1 2021. 465 funds tracked by Wall St. Rank hold PTON as of Q2 2026.

  • United Capital Financial Advisors held 12,578 shares of Peloton Interactive worth $74.3K as of Q2 2026.
  • United Capital Financial Advisors sold 2,556 Peloton Interactive shares in Q2 2026, an estimated $13.8K.
  • Peloton Interactive made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1602 holding.
  • United Capital Financial Advisors first reported a position in Peloton Interactive in Q3 2020 and has held it in 14 quarters since.
  • United Capital Financial Advisors's Peloton Interactive position peaked at $3.43M in Q1 2021.
  • 465 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.