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Total Wealth Planning & Management’s Ryder R Stock Holding History

Total Wealth Planning & Management’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
Q2 		$732K Buy
2,777
+222
+9% +$54.2K 0.5% 61
2026
Q1 		$523K Sell
2,555
-99
-4% -$20K 0.39% 86
2025
Q4 		$508K Buy
+2,654
New +$477K 0.38% 79
2025
Q2 		$441K Buy
2,773
+307
+12% +$45.1K 0.36% 100
2025
Q1 		$355K Buy
2,466
+5
+0.2% +$779 0.34% 106
2024
Q4 		$386K Buy
+2,461
New +$385K 0.35% 91

Other funds holding R

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Total Wealth Planning & Management's R Position: Q2 2026 in Review

Total Wealth Planning & Management increased its Ryder (R) stake by 8.7% in Q2 2026, buying an estimated $54.2K and bringing the position to 2,777 shares worth $732K. The position accounts for 0.5% of the portfolio, ranked #61.

Total Wealth Planning & Management first reported a position in R in Q4 2024 and has held it in 6 quarters since. 579 funds tracked by Wall St. Rank hold R as of Q2 2026.

  • Total Wealth Planning & Management held 2,777 shares of Ryder worth $732K as of Q2 2026.
  • Total Wealth Planning & Management bought 222 Ryder shares in Q2 2026, an estimated $54.2K.
  • Ryder made up 0.5% of Total Wealth Planning & Management's portfolio in Q2 2026, its #61 holding.
  • Total Wealth Planning & Management first reported a position in Ryder in Q4 2024 and has held it in 6 quarters since.
  • 579 funds tracked by Wall St. Rank held Ryder as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.