Axxcess Wealth Management’s Ryder R Stock Holding History

Axxcess Wealth Management’s Portfolio R Stock Details R Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,300	Closed	-$440K	–	855
2025 Q4	$440K	Hold	2,300	–	–	0.01%	733
2025 Q3	$434K	Sell	2,300 -150	-6%	-$27.1K	0.01%	659
2025 Q2	$390K	Hold	2,450	–	–	0.01%	649
2025 Q1	$352K	Hold	2,450	–	–	0.01%	637
2024 Q4	$384K	Hold	2,450	–	–	0.01%	605
2024 Q3	$357K	Sell	2,450 -175	-7%	-$23.7K	0.01%	637
2024 Q2	$325K	Sell	2,625 -600	-19%	-$72.4K	0.01%	630
2024 Q1	$388K	Sell	3,225 -400	-11%	-$45.5K	0.01%	600
2023 Q4	$417K	Buy	+3,625	New	+$381K	0.01%	564

Other funds holding R

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Axxcess Wealth Management's R Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Ryder (R) in Q1 2026, closing a stake of 2,300 shares — an estimated $440K sold.

Axxcess Wealth Management first reported a position in R in Q4 2023 and held it in 9 quarters. The position peaked at $440K in Q4 2025. 525 funds tracked by Wall St. Rank hold R as of Q1 2026.

Axxcess Wealth Management reported no remaining Ryder position as of Q1 2026 after selling out during the quarter.
Axxcess Wealth Management sold 2,300 Ryder shares in Q1 2026, an estimated $440K.
Axxcess Wealth Management first reported a position in Ryder in Q4 2023 and held it in 9 quarters.
Axxcess Wealth Management's Ryder position peaked at $440K in Q4 2025.
525 funds tracked by Wall St. Rank held Ryder as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.