Peloton Wealth Strategists Purchases and Sells in Q2 2025

Peloton Wealth Strategists

$242 Million
Q2 2025

Top Buys

Incresed Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	3 + 0.02%	$354.56 - $497.45 $1.06K - $1.49K	16.3K $8.12M
UBER	8.28K + 26.01%	$64.62 - $93.3 $535K - $772K	40.1K $3.74M
C	11.4K + 53.29%	$58.13 - $85.12 $660K - $966K	32.7K $2.78M
NVO	13.8K + 108.44%	$58.08 - $81.05 $799K - $1.11M	26.4K $1.82M
EMR	100 + 0.28%	$94.15 - $133.33 $9.42K - $13.3K	35.5K $4.73M
INTU	48 + 1.09%	$544.07 - $787.63 $26.1K - $37.8K	4.46K $3.51M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MANH	4.9K New	$143.9 - $197.47 $705K - $968K	4.9K $967K
KNSL	1.78K New	$419.99 - $501.97 $746K - $892K	1.78K $859K
ISRG	995 New	$451.58 - $565.94 $449K - $563K	995 $540K
META	285 New	$484.66 - $738.09 $138K - $210K	285 $210K

Top Sells

Reduced Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TMO	-35 - 0.28%	$390.26 - $489.06 $13.7K - $17.1K	12.5K $5.06M
ABBV	-1.7K - 11.05%	$170.16 - $206.27 $289K - $351K	13.7K $2.54M
LULU	-10 - 0.07%	$225.56 - $335.19 $2.26K - $3.35K	13.7K $3.26M
JNJ	-2.91K - 21.35%	$146.36 - $159.82 $426K - $465K	10.7K $1.64M
ONON	-13.6K - 50.58%	$37.65 - $60.68 $511K - $823K	13.3K $689K
PEP	-125 - 0.59%	$128.02 - $151.37 $16K - $18.9K	21K $2.77M

Activity Summary All Purchases 37 New Holdings 4 Increased Positions 33 All Sells 27 Reductions 27 Sold out 0 Calls 0 Puts 0

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