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Strategic Family Wealth Counselors’s Ryder R Stock Holding History

Strategic Family Wealth Counselors’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 		– Sell
-1,450
Closed -$273K – 212
2025
Q4 		$273K Buy
+1,450
New +$261K 0.06% 180

Other funds holding R

BlackRock
BlackRock New York $5.72T 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 $55.1B AUM 45.38% 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 $1.56T AUM 27.86% 1-Year Est. Return

Strategic Family Wealth Counselors's R Position: Q1 2026 in Review

Strategic Family Wealth Counselors sold out of Ryder (R) in Q1 2026, closing a stake of 1,450 shares — an estimated $273K sold.

Strategic Family Wealth Counselors first reported a position in R in Q4 2025 and held it in 1 quarter. The position peaked at $273K in Q4 2025. 525 funds tracked by Wall St. Rank hold R as of Q1 2026.

  • Strategic Family Wealth Counselors reported no remaining Ryder position as of Q1 2026 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 1,450 Ryder shares in Q1 2026, an estimated $273K.
  • Strategic Family Wealth Counselors first reported a position in Ryder in Q4 2025 and held it in 1 quarter.
  • Strategic Family Wealth Counselors's Ryder position peaked at $273K in Q4 2025.
  • 525 funds tracked by Wall St. Rank held Ryder as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.