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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
-30,000
Closed -$270K – 886
2025
Q3 		$270K Buy
+30,000
New +$223K 0.01% 644
2020
Q3 		– Sell
-1,700
Closed -$98K – 2014
2020
Q2 		$98K Sell
1,700
-800
-32% -$33.1K 0.01% 511
2020
Q1 		$71K Buy
+2,500
New +$69.5K 0.01% 509

Other funds holding PTON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $166B AUM 43.98% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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. 442 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.
  • 442 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.