Peloton Wealth Strategists Purchases and Sells in Q3 2025

Peloton Wealth Strategists

$245 Million
Q3 2025

Top Buys

Incresed Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UBER	3.75K + 9.35%	$86.91 - $99.57 $326K - $373K	43.8K $4.29M
SLB	14.9K + 64.29%	$32.37 - $37.31 $481K - $554K	38K $1.3M
JNJ	5 + 0.05%	$155.17 - $185.42 $776 - $927	10.7K $1.99M
KNSL	770 + 43.33%	$415.15 - $489.89 $320K - $377K	2.55K $1.08M
NVO	10.5K + 39.54%	$45.38 - $71.7 $474K - $749K	36.9K $2.05M
IBDV	7.25K + 2.51%	$21.75 - $22.22 $158K - $161K	296K $6.56M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ABNB	12.9K New	$118.3 - $142.16 $1.53M - $1.83M	12.9K $1.57M
VRT	8.71K New	N/A	8.71K $754K
TSLA	575 New	$293.94 - $444.72 $169K - $256K	575 $255K
GOOG	1K New	$175.16 - $255.24 $175K - $255K	1K $243K
XLU	2.55K New	$81.14 - $87.32 $207K - $223K	2.55K $222K
HPE	8.41K New	$19.81 - $25.24 $167K - $212K	8.41K $206K

Top Sells

Reduced Positions

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LULU	-5.24K - 38.16%	$159.87 - $247.68 $837K - $1.3M	8.49K $1.51M
HON	-4.09K - 29.62%	$207.7 - $240.4 $848K - $982K	9.71K $2.04M
CMG	-1.2K - 2.06%	$38.58 - $58.24 $46.3K - $69.9K	57.1K $2.24M
CRM	-650 - 2.65%	$231.66 - $273.65 $151K - $178K	23.9K $5.66M
INTU	-163 - 3.65%	$646.03 - $807.39 $105K - $132K	4.3K $2.94M
VRTX	-275 - 3.37%	$366.54 - $479.53 $101K - $132K	7.88K $3.08M

Activity Summary All Purchases 32 New Holdings 7 Increased Positions 25 All Sells 50 Reductions 50 Sold out 0 Calls 0 Puts 0

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