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Whittier Trust’s Peloton Interactive PTON Stock Holding History

Whittier Trust’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
-10
Closed -$86 – 1412
2025
Q3 		$86 Hold
10
– – ﹤0.01% 1375
2025
Q2 		$69 Hold
10
– – ﹤0.01% 1502
2025
Q1 		$63 Buy
+10
New +$79 ﹤0.01% 1484
2024
Q2 		– Sell
-65
Closed -$278 – 1578
2024
Q1 		$278 Hold
65
– – ﹤0.01% 1493
2023
Q4 		$395 Sell
65
-147
-69% -$792 ﹤0.01% 1481
2023
Q3 		$1.07K Buy
212
+22
+12% +$156 ﹤0.01% 1512
2023
Q2 		$1.46K Buy
190
+120
+171% +$1.02K ﹤0.01% 1469
2023
Q1 		$793 Sell
70
-245
-78% -$2.95K ﹤0.01% 1538
2022
Q4 		$2.5K Sell
315
-1,971
-86% -$18.9K ﹤0.01% 1471
2022
Q3 		$16K Sell
2,286
-1,022
-31% -$10.4K ﹤0.01% 1246
2022
Q2 		$30K Hold
3,308
– – ﹤0.01% 1070
2022
Q1 		$87K Sell
3,308
-55
-2% -$1.58K ﹤0.01% 858
2021
Q4 		$121K Sell
3,363
-47,155
-93% -$2.88M ﹤0.01% 782
2021
Q3 		$4.4M Buy
50,518
+3,088
+7% +$341K 0.08% 200
2021
Q2 		$5.88M Buy
47,430
+47,395
+135,414% +$5.05M 0.1% 176
2021
Q1 		$4K Sell
35
-15
-30% -$1.99K ﹤0.01% 1379
2020
Q4 		$8K Sell
50
-50
-50% -$6.09K ﹤0.01% 1182
2020
Q3 		$10K Buy
+100
New +$7.36K ﹤0.01% 1133
2020
Q2 		– Sell
-18,932
Closed -$502K – 1487
2020
Q1 		$502K Buy
+18,932
New +$527K 0.02% 382

Other funds holding PTON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $210B AUM 57.28% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Whittier Trust's PTON Position: Q4 2025 in Review

Whittier Trust sold out of Peloton Interactive (PTON) in Q4 2025, closing a stake of 10 shares — an estimated $86 sold.

Whittier Trust first reported a position in PTON in Q1 2020 and held it in 19 quarters. The position peaked at $5.88M in Q2 2021. 445 funds tracked by Wall St. Rank hold PTON as of Q4 2025.

  • Whittier Trust reported no remaining Peloton Interactive position as of Q4 2025 after selling out during the quarter.
  • Whittier Trust sold 10 Peloton Interactive shares in Q4 2025, an estimated $86.
  • Whittier Trust first reported a position in Peloton Interactive in Q1 2020 and held it in 19 quarters.
  • Whittier Trust's Peloton Interactive position peaked at $5.88M in Q2 2021.
  • 445 funds tracked by Wall St. Rank held Peloton Interactive as of Q4 2025.

Based on Whittier Trust's 13F filing for Q4 2025, filed 26 Jan 2026.