Position in R
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$628,036
+$141,850 QoQ
Shares Held
2,381
+0.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#313
of 578 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in R Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026SAX WEALTH ADVISORS, LLC holds $1,194,481 across 2 Rental & Leasing Services names. R ranks #1 (52.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | R |
Ryder System Inc
This page
|
2,381 | $628,036 | |
| 2 | URI |
United Rentals, Inc.
|
500 | $566,445 |
All Filings in R
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $628,036 | 2,381 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $486,186 | 2,375 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $454,551 | 2,375 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||