Rothwell Investment Advisors, LLC’s Taylor Devices TAYD Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio TAYD Stock Details TAYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.8K	Buy	+95	New	+$5.46K	﹤0.01%	883

Other funds holding TAYD

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Brady Martz Wealth Solutions Grand Forks, North Dakota $676M AUM 15.8% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Rothwell Investment Advisors, LLC's TAYD Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Taylor Devices (TAYD) in Q3 2026: 95 shares worth $5.8K. The stake represents ﹤0.01% of the portfolio and ranks #883 among its holdings.

26 funds tracked by Wall St. Rank hold TAYD as of Q3 2026.

Rothwell Investment Advisors, LLC held 95 shares of Taylor Devices worth $5.8K as of Q3 2026.
Taylor Devices was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Taylor Devices made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #883 holding.
26 funds tracked by Wall St. Rank held Taylor Devices as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.