Institutions / Peloton Wealth Strategists / Activity
Activity — Peloton Wealth Strategists
35 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| 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 | Add | Zoetis Inc. Common stock | $1.6K | +14K +150.05% | 22,910 1.10% of portfolio | 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 | Add | Intuitive Surgical Inc Common stock | $1.2K | +3K +83.95% | 5,489 1.02% 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 | Add | 315948109 Common stock | $797 | +14K +122.02% | 24,571 0.59% of portfolio | 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 | Add | 670100205 Common stock | $502 | +14K +22.31% | 74,830 1.11% 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 | 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 | 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 | Add | Uber Technologies, Inc Common stock | $263 | +4K +8.07% | 48,985 1.42% of portfolio | low |
| Q1 2026 as of | Add | 060505682 Common stock | $238 | +200 +5.81% | 3,645 1.76% of portfolio | low |
| Q1 2026 as of | Add | 46435U515 Common stock | $219 | +9K +2.21% | 399,188 4.09% of portfolio | low |
| Q1 2026 as of | Add | Target Corp Common stock | $210 | +2K +7.65% | 24,422 1.20% of portfolio | low |
| Q1 2026 as of | Add | Meta Platforms Inc Common stock | $209 | +365 +100.00% | 730 0.17% of portfolio | low |
| Q1 2026 as of | Add | Airbnb, Inc. Common stock | $127 | +1K +4.73% | 22,245 1.14% of portfolio | low |
| Q1 2026 as of | Add | Slb LIMITED/NV Common stock | $103 | +2K +4.57% | 45,750 0.95% of portfolio | low |
| Q1 2026 as of | Add | Hewlett Packard Enterprise Co Common stock | $91 | +4K +15.87% | 27,820 0.27% of portfolio | low |
| Q1 2026 as of | Add | 464288646 Common stock | $77 | +1K +12.26% | 13,328 0.28% of portfolio | low |
| Q1 2026 as of | Add | 42824C208 Common stock | $55 | +850 +1.96% | 44,250 1.15% of portfolio | low |
| Q1 2026 as of | Add | Vertex Pharmaceuticals Inc / Ma Common stock | $45 | +100 +1.11% | 9,140 1.65% of portfolio | low |
| Q1 2026 as of | Add | 464287804 Common stock | $43 | +345 +8.14% | 4,584 0.23% of portfolio | low |
| Q1 2026 as of | Add | 46435Uaa9 Common stock | $34 | +1K +0.40% | 351,820 3.45% of portfolio | low |
| Q1 2026 as of | Add | 464287473 Common stock | $34 | +231 +1.69% | 13,931 0.82% of portfolio | low |
| Q1 2026 as of | Add | Hallador Energy Co Common stock | $16 | +1K +4.17% | 25,000 0.16% of portfolio | low |
| Q1 2026 as of | Add | ELI LILLY & Co Common stock | $9 | +10 +0.85% | 1,186 0.44% of portfolio | low |
| Q1 2026 as of | Add | Cisco Systems, Inc. Common stock | $4 | +50 +0.11% | 44,375 1.39% of portfolio | low |
| Q1 2026 as of | Add | 78462F103 Common stock | $1 | +1 +0.21% | 470 0.12% of portfolio | low |