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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
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

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
CMI
Clare Market Investments Dallas, Texas $548M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
BSP
Benefit Street Partners New York $69.6M AUM
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Waterfront Wealth's PTON Position: Q2 2026 in Review

Waterfront Wealth increased its Peloton Interactive (PTON) stake by 7.9% in Q2 2026, buying an estimated $72.5K and bringing the position to 184,398 shares worth $1.08M. The position accounts for 0.17% of the portfolio, ranked #160.

Waterfront Wealth first reported a position in PTON in Q1 2026 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold PTON as of Q2 2026.

  • Waterfront Wealth held 184,398 shares of Peloton Interactive worth $1.08M as of Q2 2026.
  • Waterfront Wealth bought 13,435 Peloton Interactive shares in Q2 2026, an estimated $72.5K.
  • Peloton Interactive made up 0.17% of Waterfront Wealth's portfolio in Q2 2026, its #160 holding.
  • Waterfront Wealth first reported a position in Peloton Interactive in Q1 2026 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.