TWPM
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
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 $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 $46.4B AUM 27.74% 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

Total Wealth Planning & Management's R Position: Q1 2026 in Review

Total Wealth Planning & Management reduced its Ryder (R) stake by 3.7% in Q1 2026, selling an estimated $20K and leaving 2,555 shares worth $523K. The position accounts for 0.39% of the portfolio, ranked #86.

Total Wealth Planning & Management first reported a position in R in Q4 2024 and has held it in 5 quarters since. 525 funds tracked by Wall St. Rank hold R as of Q1 2026.

  • Total Wealth Planning & Management held 2,555 shares of Ryder worth $523K as of Q1 2026.
  • Total Wealth Planning & Management sold 99 Ryder shares in Q1 2026, an estimated $20K.
  • Ryder made up 0.39% of Total Wealth Planning & Management's portfolio in Q1 2026, its #86 holding.
  • Total Wealth Planning & Management first reported a position in Ryder in Q4 2024 and has held it in 5 quarters since.
  • 525 funds tracked by Wall St. Rank held Ryder as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.