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Caldwell Trust’s RELX RELX Stock Holding History

Caldwell Trust’s Portfolio RELX Stock Details RELX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$633 Buy
+20
New +$678 ﹤0.01% 803

Other funds holding RELX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
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

Caldwell Trust's RELX Position: Q2 2026 in Review

Caldwell Trust opened a new position in RELX (RELX) in Q2 2026: 20 shares worth $633. The stake represents ﹤0.01% of the portfolio and ranks #803 among its holdings.

437 funds tracked by Wall St. Rank hold RELX as of Q2 2026.

  • Caldwell Trust held 20 shares of RELX worth $633 as of Q2 2026.
  • RELX was a new Caldwell Trust position in Q2 2026.
  • RELX made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #803 holding.
  • 437 funds tracked by Wall St. Rank held RELX as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.