Valley Wealth Managers
R icon

Valley Wealth Managers’s Ryder R Stock Holding History

Valley Wealth Managers’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 		$6.02M Sell
26,417
-44
-0.2% -$11.2K 0.34% 67
2026
Q2 		$6.98M Sell
26,461
-197
-0.7% -$48.1K 0.4% 57
2026
Q1 		$5.46M Buy
26,658
+367
+1% +$74.2K 0.35% 58
2025
Q4 		$5.03M Buy
+26,291
New +$4.72M 0.32% 65

Other funds holding R

Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 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
Decker Wealth Management LLC
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Valley Wealth Managers's R Position: Q3 2026 in Review

Valley Wealth Managers reduced its Ryder (R) stake by 0.17% in Q3 2026, selling an estimated $11.2K and leaving 26,417 shares worth $6.02M. The position accounts for 0.34% of the portfolio, ranked #67.

Valley Wealth Managers first reported a position in R in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.98M in Q2 2026. 80 funds tracked by Wall St. Rank hold R as of Q3 2026.

  • Valley Wealth Managers held 26,417 shares of Ryder worth $6.02M as of Q3 2026.
  • Valley Wealth Managers sold 44 Ryder shares in Q3 2026, an estimated $11.2K.
  • Ryder made up 0.34% of Valley Wealth Managers's portfolio in Q3 2026, its #67 holding.
  • Valley Wealth Managers first reported a position in Ryder in Q4 2025 and has held it in 4 quarters since.
  • Valley Wealth Managers's Ryder position peaked at $6.98M in Q2 2026.
  • 80 funds tracked by Wall St. Rank held Ryder as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.