Plante Moran Financial Advisors, LLC
Position in PTON — Peloton Interactive, Inc.
CIK 1424717
SOUTHFIELD, MI
Position in PTON
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$579
-$20,877 QoQ
Shares Held
98
-83.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#407
of 461 holders
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PTON Over Time
Shares Held
Position Value (USD)
Position in Leisure
Consumer Cyclical · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $4,704 across 8 Leisure names. PTON ranks #3 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LTH |
Life Time Group Holdings, Inc.
|
36 | $1,470 | |
| 2 | GOLF |
Acushnet Holdings Corp.
|
6 | $711 | |
| 3 | PTON |
Peloton Interactive, Inc.
This page
|
98 | $579 | |
| 4 | OSW |
ONESPAWORLD HOLDINGS Ltd
|
19 | $536 | |
| 5 | FUN |
Six Flags Entertainment Corporation/NEW
|
23 | $489 | |
| 6 | CALY |
Callaway Golf Co
|
18 | $338 | |
| 7 | PRKS |
United Parks & Resorts Inc.
|
7 | $334 | |
| 8 | HAS |
Hasbro, Inc.
|
3 | $247 |
All Filings in PTON
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $579 | 98 | Shares | Sole | 2026-08-06 | |
| 2021-12-31 | $21,456 | 600 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $21,762 | 250 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $31,005 | 250 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $28,110 | 250 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $37,930 | 250 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $24,810 | 250 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $30,040 | 520 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $13,806 | 520 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||