WAP
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
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

KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $481M AUM 34.73% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM