Wealthcare Advisory Partners
PTON icon

Wealthcare Advisory Partners’s Peloton Interactive PTON Stock Holding History

Wealthcare Advisory Partners’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 		$51.2K Sell
10,254
-1,289
-11% -$7.21K ﹤0.01% 1104
2026
Q2 		$68.2K Buy
11,543
+421
+4% +$2.27K ﹤0.01% 1070
2026
Q1 		$47.7K Buy
11,122
+583
+6% +$2.84K ﹤0.01% 1063
2025
Q4 		$64.9K Buy
10,539
+33
+0.3% +$232 ﹤0.01% 1054
2025
Q3 		$94.6K Hold
10,506
– – ﹤0.01% 1000
2025
Q2 		$72.9K Hold
10,506
– – ﹤0.01% 959
2025
Q1 		$66.4K Sell
10,506
-1,460
-12% -$11.5K ﹤0.01% 896
2024
Q4 		$104K Buy
+11,966
New +$93.2K ﹤0.01% 878
2021
Q2 		– Sell
-466
Closed -$52K – 1529
2021
Q1 		$52K Buy
+466
New +$61.8K ﹤0.01% 859

Other funds holding PTON

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $38B AUM 25.01% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Quinn Opportunity Partners
Quinn Opportunity Partners Charlottesville, Virginia $1.85B AUM 1.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nantahala Capital Management
Nantahala Capital Management New Canaan, Connecticut $3.16B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Wealthcare Advisory Partners's PTON Position: Q3 2026 in Review

Wealthcare Advisory Partners reduced its Peloton Interactive (PTON) stake by 11% in Q3 2026, selling an estimated $7.21K and leaving 10,254 shares worth $51.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

Wealthcare Advisory Partners first reported a position in PTON in Q1 2021 and has held it in 9 quarters since. The position peaked at $104K in Q4 2024. 341 funds tracked by Wall St. Rank hold PTON as of Q3 2026.

  • Wealthcare Advisory Partners held 10,254 shares of Peloton Interactive worth $51.2K as of Q3 2026.
  • Wealthcare Advisory Partners sold 1,289 Peloton Interactive shares in Q3 2026, an estimated $7.21K.
  • Peloton Interactive made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #1104 holding.
  • Wealthcare Advisory Partners first reported a position in Peloton Interactive in Q1 2021 and has held it in 9 quarters since.
  • Wealthcare Advisory Partners's Peloton Interactive position peaked at $104K in Q4 2024.
  • 341 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.