Carolinas Wealth Consulting’s RBC Bearings RBC Stock Holding History

Carolinas Wealth Consulting’s Portfolio RBC Stock Details RBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-9	Closed	-$2.77K	–	731
2025 Q1	$2.77K	Hold	9	–	–	﹤0.01%	722
2024 Q4	$2.41K	Buy	+9	New	+$2.77K	﹤0.01%	785
2023 Q3	–	Sell	-61	Closed	-$13.3K	–	1096
2023 Q2	$13.3K	Hold	61	–	–	﹤0.01%	549
2023 Q1	$14.2K	Hold	61	–	–	﹤0.01%	549
2022 Q4	$12.8K	Sell	61 -15	-20%	-$3.43K	﹤0.01%	578
2022 Q3	$16K	Hold	76	–	–	﹤0.01%	483
2022 Q2	$14K	Hold	76	–	–	﹤0.01%	521
2022 Q1	$15K	Hold	76	–	–	﹤0.01%	542
2021 Q4	$15K	Hold	76	–	–	﹤0.01%	556
2021 Q3	$16K	Hold	76	–	–	﹤0.01%	514
2021 Q2	$15K	Hold	76	–	–	﹤0.01%	554
2021 Q1	$15K	Hold	76	–	–	﹤0.01%	569
2020 Q4	$14K	Sell	76 -32	-30%	-$4.88K	﹤0.01%	534
2020 Q3	$13K	Buy	108 +76	+238%	+$9.74K	﹤0.01%	441
2020 Q2	$4K	Buy	+32	New	+$4.08K	﹤0.01%	428

Other funds holding RBC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Carolinas Wealth Consulting's RBC Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of RBC Bearings (RBC) in Q2 2025, closing a stake of 9 shares — an estimated $2.77K sold.

Carolinas Wealth Consulting first reported a position in RBC in Q2 2020 and held it in 15 quarters. The position peaked at $16K in Q3 2022. 458 funds tracked by Wall St. Rank hold RBC as of Q2 2025.

Carolinas Wealth Consulting reported no remaining RBC Bearings position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 9 RBC Bearings shares in Q2 2025, an estimated $2.77K.
Carolinas Wealth Consulting first reported a position in RBC Bearings in Q2 2020 and held it in 15 quarters.
Carolinas Wealth Consulting's RBC Bearings position peaked at $16K in Q3 2022.
458 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.