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Carolinas Wealth Consulting’s Regal Rexnord RRX Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-74
Closed -$8.43K – 750
2025
Q1 		$8.43K Hold
74
– – ﹤0.01% 545
2024
Q4 		$11.5K Hold
74
– – ﹤0.01% 529
2024
Q3 		$12.3K Hold
74
– – ﹤0.01% 535
2024
Q2 		$10K Hold
74
– – ﹤0.01% 558
2024
Q1 		$13.4K Hold
74
– – ﹤0.01% 525
2023
Q4 		$11K Buy
74
+24
+48% +$3.03K ﹤0.01% 528
2023
Q3 		$5.92K Hold
50
– – ﹤0.01% 587
2023
Q2 		$7.71K Sell
50
-27
-35% -$3.68K ﹤0.01% 627
2023
Q1 		$10.9K Buy
+77
New +$11.1K ﹤0.01% 592

Other funds holding RRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Carolinas Wealth Consulting sold out of Regal Rexnord (RRX) in Q2 2025, closing a stake of 74 shares — an estimated $8.43K sold.

Carolinas Wealth Consulting first reported a position in RRX in Q1 2023 and held it in 9 quarters. The position peaked at $13.4K in Q1 2024. 465 funds tracked by Wall St. Rank hold RRX as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Regal Rexnord position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 74 Regal Rexnord shares in Q2 2025, an estimated $8.43K.
  • Carolinas Wealth Consulting first reported a position in Regal Rexnord in Q1 2023 and held it in 9 quarters.
  • Carolinas Wealth Consulting's Regal Rexnord position peaked at $13.4K in Q1 2024.
  • 465 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2025.

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