Ritholtz Wealth Management’s Taylor Devices TAYD Stock Holding History

Ritholtz Wealth Management’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 Q1	$715K	Buy	12,550 +6,176	+97%	+$475K	0.01%	659
2025 Q4	$373K	Buy	+6,374	New	+$309K	0.01%	814
2025 Q3	–	Sell	-5,749	Closed	-$250K	–	1114
2025 Q2	$250K	Sell	5,749 -764	-12%	-$27.2K	0.01%	855
2025 Q1	$210K	Sell	6,513 -3,217	-33%	-$106K	0.01%	852
2024 Q4	$405K	Sell	9,730 -5,051	-34%	-$230K	0.01%	619
2024 Q3	$738K	Buy	14,781 +5,561	+60%	+$287K	0.02%	452
2024 Q2	$415K	Buy	9,220 +5,103	+124%	+$247K	0.01%	573
2024 Q1	$205K	Buy	+4,117	New	+$144K	0.01%	738

Other funds holding TAYD

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Ritholtz Wealth Management's TAYD Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Taylor Devices (TAYD) stake by 97% in Q1 2026, buying an estimated $475K and bringing the position to 12,550 shares worth $715K. The position accounts for 0.01% of the portfolio, ranked #659.

Ritholtz Wealth Management first reported a position in TAYD in Q1 2024 and has held it in 8 quarters since. The position peaked at $738K in Q3 2024. 70 funds tracked by Wall St. Rank hold TAYD as of Q1 2026.

Ritholtz Wealth Management held 12,550 shares of Taylor Devices worth $715K as of Q1 2026.
Ritholtz Wealth Management bought 6,176 Taylor Devices shares in Q1 2026, an estimated $475K.
Taylor Devices made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #659 holding.
Ritholtz Wealth Management first reported a position in Taylor Devices in Q1 2024 and has held it in 8 quarters since.
Ritholtz Wealth Management's Taylor Devices position peaked at $738K in Q3 2024.
70 funds tracked by Wall St. Rank held Taylor Devices as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.