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MWPCG
Measured Wealth Private Client Group’s
Ryder
R
Stock Holding History
Measured Wealth Private Client 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
Q1
$1.18M
Sell
5,779
-632
-10%
-$128K
0.32%
45
2025
Q4
$1.23M
Sell
6,411
-817
-11%
-$147K
0.32%
38
2025
Q3
$1.36M
Sell
7,228
-748
-9%
-$135K
0.37%
33
2025
Q2
$1.27M
Sell
7,976
-955
-11%
-$140K
0.38%
34
2025
Q1
$1.28M
Buy
8,931
+1,232
+16%
+$192K
0.41%
33
2024
Q4
$1.21M
Buy
7,699
+763
+11%
+$119K
0.39%
33
2024
Q3
$1.01M
Sell
6,936
-116
-2%
-$15.7K
0.34%
41
2024
Q2
$874K
Buy
7,052
+1,366
+24%
+$165K
0.31%
47
2024
Q1
$683K
Buy
5,686
+1,341
+31%
+$153K
0.24%
70
2023
Q4
$500K
Buy
4,345
+2,077
+92%
+$218K
0.18%
92
2023
Q3
$243K
Buy
+2,268
New
+$221K
0.1%
144
2022
Q2
–
Sell
-4,450
Closed
-$353K
–
197
2022
Q1
$353K
Buy
+4,450
New
+$346K
0.13%
97
2018
Q4
–
Sell
-145
Closed
-$11K
–
551
2018
Q3
$11K
Buy
+145
New
+$11.1K
0.01%
607
Other funds holding R
BlackRock
New York
$5.7T 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
$1.47T AUM
27.86%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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