Institutions / Peloton Wealth Strategists / Activity
Activity — Peloton Wealth Strategists
90 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Applied Materials Inc /De Common stock | $-3.2K | -9K -55.32% | 7,480 1.03% of portfolio | low |
| Q1 2026 as of | New | Netflix Inc Common stock | $2.8K | +30K | 29,570 1.15% of portfolio | low |
| Q1 2026 as of | Exit | Truist Financial Corp Common stock | $-2.4K | -48K -100.00% | 0 | low |
| Q1 2026 as of | New | STERIS plc Common stock | $2.3K | +10K | 10,190 0.91% of portfolio | low |
| Q1 2026 as of | Exit | 464287630 Common stock | $-2.0K | -11K -100.00% | 0 | low |
| Q1 2026 as of | Exit | Best Buy Co Inc Common stock | $-1.9K | -29K -100.00% | 0 | low |
| Q1 2026 as of | New | 464287481 Common stock | $1.9K | +15K | 14,972 0.78% of portfolio | low |
| Q1 2026 as of | Add | Vertiv Holdings Co Common stock | $1.8K | +7K +51.99% | 21,150 2.14% of portfolio | low |
| Q1 2026 as of | Trim | 464288273 Common stock | $-1.8K | -23K -79.23% | 6,051 0.19% of portfolio | low |
| Q1 2026 as of | Exit | Johnson & Johnson Common stock | $-1.8K | -9K -100.00% | 0 | low |
| Q1 2026 as of | Exit | Veeva Systems Inc Common stock | $-1.6K | -7K -100.00% | 0 | low |
| Q1 2026 as of | Add | Zoetis Inc. Common stock | $1.6K | +14K +150.05% | 22,910 1.10% of portfolio | low |
| Q1 2026 as of | Exit | Starbucks Corp Common stock | $-1.5K | -18K -100.00% | 0 | low |
| Q1 2026 as of | New | ANET Arista Networks, Inc. Common Stock | $1.5K | +12K | 12,105 0.60% of portfolio | low |
| Q1 2026 as of | Trim | Thermo Fisher Scientific Inc. Common stock | $-1.4K | -3K -24.01% | 9,161 1.82% of portfolio | low |
| Q1 2026 as of | New | Progressive CORP/OH Common stock | $1.4K | +7K | 7,175 0.58% of portfolio | low |
| Q1 2026 as of | Exit | Unitedhealth Group Inc Common stock | $-1.4K | -4K -100.00% | 0 | low |
| Q1 2026 as of | Add | 46436E486 Common stock | $1.3K | +61K +24.76% | 307,350 2.60% of portfolio | low |
| Q1 2026 as of | Add | Kimberly Clark Corp Common stock | $1.2K | +13K +53.70% | 36,420 1.42% of portfolio | low |
| Q1 2026 as of | Add | Capital One Financial Corp Common stock | $1.2K | +7K +53.10% | 18,755 1.38% of portfolio | low |
| Q1 2026 as of | Exit | Danaher Corp /De Common stock | $-1.2K | -5K -100.00% | 0 | low |
| Q1 2026 as of | Add | Intuitive Surgical Inc Common stock | $1.2K | +3K +83.95% | 5,489 1.02% of portfolio | low |
| Q1 2026 as of | Exit | US Bancorp \De Common stock | $-1.1K | -21K -100.00% | 0 | low |
| Q1 2026 as of | New | 808524847 Common stock | $1.1K | +49K | 49,028 0.43% of portfolio | low |
| Q1 2026 as of | Trim | Salesforce Inc Common stock | $-1.0K | -6K -24.64% | 16,978 1.28% of portfolio | low |
| Q1 2026 as of | Add | Horton D R Inc /De Common stock | $1.0K | +7K +43.41% | 24,365 1.35% of portfolio | low |
| Q1 2026 as of | Add | 46436E312 Common stock | $986 | +39K +41.27% | 133,500 1.36% of portfolio | low |
| Q1 2026 as of | New | Amphenol Corp /De Common stock | $910 | +7K | 7,200 0.37% of portfolio | low |
| Q1 2026 as of | Exit | Manhattan Associates Inc Common stock | $-839 | -5K -100.00% | 0 | low |
| Q1 2026 as of | Add | 315948109 Common stock | $797 | +14K +122.02% | 24,571 0.59% of portfolio | low |
| Q1 2026 as of | Exit | Adobe Inc. Common stock | $-772 | -2K -100.00% | 0 | low |
| Q1 2026 as of | Add | Accenture plc Common stock | $763 | +4K +52.03% | 11,247 0.90% of portfolio | low |
| Q1 2026 as of | Trim | Kinsale Capital Group, Inc. Common stock | $-723 | -2K -42.62% | 2,850 0.39% of portfolio | low |
| Q1 2026 as of | Trim | Idexx Laboratories Inc /De Common stock | $-635 | -1K -39.89% | 1,703 0.39% of portfolio | low |
| Q1 2026 as of | Exit | Chipotle Mexican Grill Inc Common stock | $-629 | -17K -100.00% | 0 | low |
| Q1 2026 as of | Trim | The Goldman Sachs Group, Inc. Common stock | $-588 | -695 -12.44% | 4,890 1.67% of portfolio | low |
| Q1 2026 as of | Add | 670100205 Common stock | $502 | +14K +22.31% | 74,830 1.11% of portfolio | low |
| Q1 2026 as of | New | Smurfit Westrock plc Common stock | $466 | +12K | 11,700 0.19% of portfolio | low |
| Q1 2026 as of | Trim | JPMorgan Chase & Co Common stock | $-463 | -2K -6.80% | 21,585 2.57% of portfolio | low |
| Q1 2026 as of | Add | 46436E205 Common stock | $420 | +18K +4.81% | 393,645 3.70% of portfolio | low |
| Q1 2026 as of | New | Toast, Inc. Common stock | $419 | +16K | 15,800 0.17% of portfolio | low |
| Q1 2026 as of | Trim | Cummins Inc Common stock | $-417 | -775 -6.79% | 10,638 2.31% of portfolio | low |
| Q1 2026 as of | Trim | Intuit Inc. Common stock | $-411 | -950 -17.29% | 4,546 0.80% of portfolio | low |
| Q1 2026 as of | Add | Garmin Ltd Common stock | $384 | +2K +17.75% | 10,980 1.03% of portfolio | low |
| Q1 2026 as of | Add | Freeport-McMoran Inc Common stock | $354 | +6K +7.26% | 89,000 2.12% of portfolio | low |
| Q1 2026 as of | Trim | Pepsico Inc Common stock | $-353 | -2K -12.17% | 16,420 1.03% of portfolio | low |
| Q1 2026 as of | Add | NIKE, Inc. Common stock | $339 | +6K +11.71% | 61,295 1.31% of portfolio | low |
| Q1 2026 as of | Add | Medtronic plc Common stock | $325 | +4K +27.92% | 17,180 0.60% of portfolio | low |
| Q1 2026 as of | Add | 46436E726 Common stock | $324 | +15K +4.11% | 374,650 3.32% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-279 | -970 -2.40% | 39,480 4.59% of portfolio | low |