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Sax Wealth Advisors’s Ryder R Stock Holding History

Sax Wealth Advisors’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
Q3 		$542K Sell
2,380
-1
-0% -$254 0.02% 432
2026
Q2 		$487K Buy
2,381
+6
+0.3% +$1.47K 0.02% 345
2026
Q1 		$455K Hold
2,375
– – 0.02% 303
2025
Q4 		$455K Buy
+2,375
New +$427K 0.02% 308

Other funds holding R

WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $532M AUM 15.78% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Sax Wealth Advisors's R Position: Q3 2026 in Review

Sax Wealth Advisors reduced its Ryder (R) stake by 0.04% in Q3 2026, selling an estimated $254 and leaving 2,380 shares worth $542K. The position accounts for 0.02% of the portfolio, ranked #432.

Sax Wealth Advisors first reported a position in R in Q4 2025 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold R as of Q3 2026.

  • Sax Wealth Advisors held 2,380 shares of Ryder worth $542K as of Q3 2026.
  • Sax Wealth Advisors sold 1 Ryder share in Q3 2026, an estimated $254.
  • Ryder made up 0.02% of Sax Wealth Advisors's portfolio in Q3 2026, its #432 holding.
  • Sax Wealth Advisors first reported a position in Ryder in Q4 2025 and has held it in 4 quarters since.
  • 29 funds tracked by Wall St. Rank held Ryder as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.