Valley National Advisers’s Peloton Interactive PTON Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
– Sell
-132
Closed -$1K – 936
2025
Q3
$1K Buy
+132
New +$982 ﹤0.01% 815
2025
Q1
– Sell
-132
Closed -$1K – 838
2024
Q4
$1K Buy
+132
New +$1.03K ﹤0.01% 750
2024
Q3
– Sell
-449
Closed -$1K – 1052
2024
Q2
$1K Sell
449
-15
-3% -$54 ﹤0.01% 1111
2024
Q1
$1K Buy
464
+130
+39% +$642 ﹤0.01% 1144
2023
Q4
$2K Buy
334
+160
+92% +$862 ﹤0.01% 972
2023
Q3
$1K Hold
174
– – ﹤0.01% 995
2023
Q2
$2K Sell
174
-100
-36% -$850 ﹤0.01% 810
2023
Q1
$3K Hold
274
– – ﹤0.01% 730
2022
Q4
$2K Buy
274
+100
+57% +$959 ﹤0.01% 748
2022
Q3
$1K Hold
174
– – ﹤0.01% 866
2022
Q2
$2K Hold
174
– – ﹤0.01% 771
2022
Q1
$5K Hold
174
– – ﹤0.01% 700
2021
Q4
$6K Hold
174
– – ﹤0.01% 670
2021
Q3
$15K Buy
174
+42
+32% +$4.64K ﹤0.01% 530
2021
Q2
$16K Hold
132
– – ﹤0.01% 520
2021
Q1
$15K Hold
132
– – ﹤0.01% 495
2020
Q4
$20K Hold
132
– – ﹤0.01% 433
2020
Q3
$13K Sell
132
-18
-12% -$1.32K ﹤0.01% 452
2020
Q2
$9K Hold
150
– – ﹤0.01% 491
2020
Q1
$4K Buy
150
+100
+200% +$2.78K ﹤0.01% 584
2019
Q4
$1K Buy
+50
New +$1.35K ﹤0.01% 723

Other funds holding PTON

Valley National Advisers's PTON Position: Q4 2025 in Review

Valley National Advisers sold out of Peloton Interactive (PTON) in Q4 2025, closing a stake of 132 shares — an estimated $1K sold.

Valley National Advisers first reported a position in PTON in Q4 2019 and held it in 21 quarters. The position peaked at $20K in Q4 2020. 445 funds tracked by Wall St. Rank hold PTON as of Q4 2025.

  • Valley National Advisers reported no remaining Peloton Interactive position as of Q4 2025 after selling out during the quarter.
  • Valley National Advisers sold 132 Peloton Interactive shares in Q4 2025, an estimated $1K.
  • Valley National Advisers first reported a position in Peloton Interactive in Q4 2019 and held it in 21 quarters.
  • Valley National Advisers's Peloton Interactive position peaked at $20K in Q4 2020.
  • 445 funds tracked by Wall St. Rank held Peloton Interactive as of Q4 2025.

Based on Valley National Advisers's 13F filing for Q4 2025, filed 23 Jan 2026.