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Valeo Financial Advisors’s Peloton Interactive PTON Stock Holding History

Valeo 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
2025
Q4 		– Sell
-5,010
Closed -$45.1K – 887
2025
Q3 		$45.1K Buy
+5,010
New +$37.3K ﹤0.01% 807
2022
Q4 		– Sell
-16,065
Closed -$108K – 597
2022
Q3 		$108K Buy
16,065
+2,081
+15% +$21.2K 0.01% 461
2022
Q2 		$128K Buy
13,984
+2,107
+18% +$33.8K 0.01% 451
2022
Q1 		$314K Buy
11,877
+2,216
+23% +$63.5K 0.02% 433
2021
Q4 		$345K Buy
9,661
+4,263
+79% +$260K 0.02% 386
2021
Q3 		$470K Sell
5,398
-241
-4% -$26.6K 0.03% 318
2021
Q2 		$699K Buy
5,639
+923
+20% +$98.3K 0.04% 208
2021
Q1 		$530K Buy
4,716
+903
+24% +$120K 0.02% 266
2020
Q4 		$579K Sell
3,813
-2,055
-35% -$250K 0.03% 228
2020
Q3 		$582K Buy
5,868
+701
+14% +$51.6K 0.05% 170
2020
Q2 		$298K Buy
5,167
+996
+24% +$41.2K 0.03% 253
2020
Q1 		$118K Buy
4,171
+538
+15% +$15K 0.01% 388
2019
Q4 		$103K Buy
+3,633
New +$97.9K 0.01% 459

Other funds holding PTON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Valeo Financial Advisors's PTON Position: Q4 2025 in Review

Valeo Financial Advisors sold out of Peloton Interactive (PTON) in Q4 2025, closing a stake of 5,010 shares — an estimated $45.1K sold.

Valeo Financial Advisors first reported a position in PTON in Q4 2019 and held it in 13 quarters. The position peaked at $699K in Q2 2021. 445 funds tracked by Wall St. Rank hold PTON as of Q4 2025.

  • Valeo Financial Advisors reported no remaining Peloton Interactive position as of Q4 2025 after selling out during the quarter.
  • Valeo Financial Advisors sold 5,010 Peloton Interactive shares in Q4 2025, an estimated $45.1K.
  • Valeo Financial Advisors first reported a position in Peloton Interactive in Q4 2019 and held it in 13 quarters.
  • Valeo Financial Advisors's Peloton Interactive position peaked at $699K in Q2 2021.
  • 445 funds tracked by Wall St. Rank held Peloton Interactive as of Q4 2025.

Based on Valeo Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.