Total Wealth Planning & Management
R icon

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
Q3 		$556K Sell
2,439
-338
-12% -$85.9K 0.41% 78
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

Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Decker Wealth Management LLC
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Community Bank of Raymore
Community Bank of Raymore Raymore, Missouri $169M AUM 17.81% 1-Year Est. Return

Total Wealth Planning & Management's R Position: Q3 2026 in Review

Total Wealth Planning & Management reduced its Ryder (R) stake by 12% in Q3 2026, selling an estimated $85.9K and leaving 2,439 shares worth $556K. The position accounts for 0.41% of the portfolio, ranked #78.

Total Wealth Planning & Management first reported a position in R in Q4 2024 and has held it in 7 quarters since. The position peaked at $732K in Q2 2026. 153 funds tracked by Wall St. Rank hold R as of Q3 2026.

  • Total Wealth Planning & Management held 2,439 shares of Ryder worth $556K as of Q3 2026.
  • Total Wealth Planning & Management sold 338 Ryder shares in Q3 2026, an estimated $85.9K.
  • Ryder made up 0.41% of Total Wealth Planning & Management's portfolio in Q3 2026, its #78 holding.
  • Total Wealth Planning & Management first reported a position in Ryder in Q4 2024 and has held it in 7 quarters since.
  • Total Wealth Planning & Management's Ryder position peaked at $732K in Q2 2026.
  • 153 funds tracked by Wall St. Rank held Ryder as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.