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Wealthspire Advisors (New York)’s Peloton Interactive PTON Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-973
Closed -$8.76K – 2420
2025
Q3 		$8.76K Buy
+973
New +$7.24K ﹤0.01% 2082
2021
Q2 		– Sell
-4,062
Closed -$457K – 592
2021
Q1 		$457K Buy
4,062
+2,034
+100% +$270K 0.01% 421
2020
Q4 		$308K Buy
+2,028
New +$247K 0.01% 429

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wealthspire Advisors (New York)'s PTON Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Peloton Interactive (PTON) in Q4 2025, closing a stake of 973 shares — an estimated $8.76K sold.

Wealthspire Advisors (New York) first reported a position in PTON in Q4 2020 and held it in 3 quarters. The position peaked at $457K in Q1 2021. 443 funds tracked by Wall St. Rank hold PTON as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Peloton Interactive position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 973 Peloton Interactive shares in Q4 2025, an estimated $8.76K.
  • Wealthspire Advisors (New York) first reported a position in Peloton Interactive in Q4 2020 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s Peloton Interactive position peaked at $457K in Q1 2021.
  • 443 funds tracked by Wall St. Rank held Peloton Interactive as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.