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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
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 $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return