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Caldwell Trust’s Regal Rexnord RRX Stock Holding History

Caldwell Trust’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 		$1.19K Hold
5
– – ﹤0.01% 780
2026
Q1 		$936 Hold
5
– – ﹤0.01% 772
2025
Q4 		$702 Hold
5
– – ﹤0.01% 747
2025
Q3 		$717 Hold
5
– – ﹤0.01% 741
2025
Q2 		$725 Hold
5
– – ﹤0.01% 736
2025
Q1 		$569 Hold
5
– – ﹤0.01% 744
2024
Q4 		$776 Hold
5
– – ﹤0.01% 701
2024
Q3 		$829 Hold
5
– – ﹤0.01% 691
2024
Q2 		$676 Buy
+5
New +$778 ﹤0.01% 686

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

Caldwell Trust's RRX Position: Q2 2026 in Review

Caldwell Trust held its Regal Rexnord (RRX) position steady in Q2 2026 at 5 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

Caldwell Trust first reported a position in RRX in Q2 2024 and has held it in 9 quarters since. 608 funds tracked by Wall St. Rank hold RRX as of Q2 2026.

  • Caldwell Trust held 5 shares of Regal Rexnord worth $1.19K as of Q2 2026.
  • Caldwell Trust left its Regal Rexnord share count unchanged in Q2 2026.
  • Regal Rexnord made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #780 holding.
  • Caldwell Trust first reported a position in Regal Rexnord in Q2 2024 and has held it in 9 quarters since.
  • 608 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2026.

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