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 Q2	$666K	Sell	11,357 -1,193	-10%	-$64.5K	0.01%	753
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Ritholtz Wealth Management's TAYD Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Taylor Devices (TAYD) stake by 9.5% in Q2 2026, selling an estimated $64.5K and leaving 11,357 shares worth $666K. The position accounts for 0.01% of the portfolio, ranked #753.

Ritholtz Wealth Management first reported a position in TAYD in Q1 2024 and has held it in 9 quarters since. The position peaked at $738K in Q3 2024. 67 funds tracked by Wall St. Rank hold TAYD as of Q2 2026.

Ritholtz Wealth Management held 11,357 shares of Taylor Devices worth $666K as of Q2 2026.
Ritholtz Wealth Management sold 1,193 Taylor Devices shares in Q2 2026, an estimated $64.5K.
Taylor Devices made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #753 holding.
Ritholtz Wealth Management first reported a position in Taylor Devices in Q1 2024 and has held it in 9 quarters since.
Ritholtz Wealth Management's Taylor Devices position peaked at $738K in Q3 2024.
67 funds tracked by Wall St. Rank held Taylor Devices as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.