NW
R icon

NewEdge Wealth’s Ryder R Stock Holding History

NewEdge Wealth’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 		$56.9M Buy
277,942
+27,608
+11% +$5.58M 0.68% 35
2025
Q4 		$47.9M Buy
250,334
+6,952
+3% +$1.25M 0.54% 43
2025
Q3 		$40.8M Buy
243,382
+6,150
+3% +$1.11M 0.58% 42
2025
Q2 		$41.7M Buy
237,232
+15,289
+7% +$2.25M 0.65% 36
2025
Q1 		$31.9M Buy
221,943
+19,773
+10% +$3.08M 0.58% 45
2024
Q4 		$31.7M Buy
202,170
+15,034
+8% +$2.35M 0.55% 42
2024
Q3 		$27.3M Buy
187,136
+7,101
+4% +$962K 0.49% 55
2024
Q2 		$22.3M Buy
180,035
+7,115
+4% +$859K 0.48% 55
2024
Q1 		$21.6M Buy
172,920
+13,652
+9% +$1.55M 0.48% 53
2023
Q4 		$18.3M Buy
159,268
+11,954
+8% +$1.26M 0.47% 60
2023
Q3 		$15.8M Buy
147,314
+17,074
+13% +$1.66M 0.5% 59
2023
Q2 		$11M Buy
130,240
+6,633
+5% +$546K 0.37% 80
2023
Q1 		$11M Buy
123,607
+10,458
+9% +$963K 0.42% 69
2022
Q4 		$9.46M Buy
113,149
+5,929
+6% +$498K 0.41% 74
2022
Q3 		$8.09M Buy
107,220
+11,092
+12% +$844K 0.38% 76
2022
Q2 		$6.83M Buy
96,128
+47,879
+99% +$3.51M 0.31% 81
2022
Q1 		$3.83M Buy
48,249
+4,472
+10% +$348K 0.17% 123
2021
Q4 		$3.61M Buy
43,777
+1,457
+3% +$122K 0.15% 125
2021
Q3 		$3.5M Sell
42,320
-27,225
-39% -$2.1M 0.21% 96
2021
Q2 		$5.17M Buy
+69,545
New +$5.5M 0.39% 80

Other funds holding R

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return