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Bogart Wealth LLC’s Regal Rexnord RRX Stock Holding History

Bogart Wealth LLC’s Portfolio RRX Stock Details RRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.24K Buy
22
+3
+16% +$627 ﹤0.01% 1193
2026
Q1 		$3.56K Buy
19
+6
+46% +$1.11K ﹤0.01% 1150
2025
Q4 		$1.82K Hold
13
– – ﹤0.01% 1195
2025
Q3 		$1.86K Hold
13
– – ﹤0.01% 1173
2025
Q2 		$1.88K Sell
13
-9
-41% -$1.13K ﹤0.01% 1123
2025
Q1 		$2.5K Hold
22
– – ﹤0.01% 1035
2024
Q4 		$3.41K Buy
+22
New +$3.72K ﹤0.01% 977

Other funds holding RRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bogart Wealth LLC's RRX Position: Q2 2026 in Review

Bogart Wealth LLC increased its Regal Rexnord (RRX) stake by 16% in Q2 2026, buying an estimated $627 and bringing the position to 22 shares worth $5.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

Bogart Wealth LLC first reported a position in RRX in Q4 2024 and has held it in 7 quarters since. 608 funds tracked by Wall St. Rank hold RRX as of Q2 2026.

  • Bogart Wealth LLC held 22 shares of Regal Rexnord worth $5.24K as of Q2 2026.
  • Bogart Wealth LLC bought 3 Regal Rexnord shares in Q2 2026, an estimated $627.
  • Regal Rexnord made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1193 holding.
  • Bogart Wealth LLC first reported a position in Regal Rexnord in Q4 2024 and has held it in 7 quarters since.
  • 608 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.