Waterfront Wealth
PTON icon

Waterfront Wealth’s Peloton Interactive PTON Stock Holding History

Waterfront Wealth’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
Q3 		$1M Buy
185,405
+1,007
+0.5% +$5.63K 0.16% 164
2026
Q2 		$1.08M Buy
184,398
+13,435
+8% +$72.5K 0.17% 160
2026
Q1 		$733K Buy
+170,963
New +$834K 0.13% 183

Other funds holding PTON

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Technology Crossover Management IX
Technology Crossover Management IX Menlo Park, California $552M AUM 54.85% 1-Year Est. Return
Technology Crossover Management X
Technology Crossover Management X Menlo Park, California $648M AUM 23.83% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Waterfront Wealth's PTON Position: Q3 2026 in Review

Waterfront Wealth increased its Peloton Interactive (PTON) stake by 0.55% in Q3 2026, buying an estimated $5.63K and bringing the position to 185,405 shares worth $1M. The position accounts for 0.16% of the portfolio, ranked #164.

Waterfront Wealth first reported a position in PTON in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.08M in Q2 2026. 185 funds tracked by Wall St. Rank hold PTON as of Q3 2026.

  • Waterfront Wealth held 185,405 shares of Peloton Interactive worth $1M as of Q3 2026.
  • Waterfront Wealth bought 1,007 Peloton Interactive shares in Q3 2026, an estimated $5.63K.
  • Peloton Interactive made up 0.16% of Waterfront Wealth's portfolio in Q3 2026, its #164 holding.
  • Waterfront Wealth first reported a position in Peloton Interactive in Q1 2026 and has held it in 3 quarters since.
  • Waterfront Wealth's Peloton Interactive position peaked at $1.08M in Q2 2026.
  • 185 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.