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Elevated Financial Group’s Ryder R Stock Holding History

Elevated Financial Group’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
Q2 		$303K Sell
1,147
-211
-16% -$51.6K 0.08% 107
2026
Q1 		$278K Sell
1,358
-121
-8% -$24.5K 0.09% 114
2025
Q4 		$283K Buy
+1,479
New +$266K 0.1% 110

Other funds holding R

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Elevated Financial Group's R Position: Q2 2026 in Review

Elevated Financial Group reduced its Ryder (R) stake by 16% in Q2 2026, selling an estimated $51.6K and leaving 1,147 shares worth $303K. The position accounts for 0.08% of the portfolio, ranked #107.

Elevated Financial Group first reported a position in R in Q4 2025 and has held it in 3 quarters since. 577 funds tracked by Wall St. Rank hold R as of Q2 2026.

  • Elevated Financial Group held 1,147 shares of Ryder worth $303K as of Q2 2026.
  • Elevated Financial Group sold 211 Ryder shares in Q2 2026, an estimated $51.6K.
  • Ryder made up 0.08% of Elevated Financial Group's portfolio in Q2 2026, its #107 holding.
  • Elevated Financial Group first reported a position in Ryder in Q4 2025 and has held it in 3 quarters since.
  • 577 funds tracked by Wall St. Rank held Ryder as of Q2 2026.

Based on Elevated Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.