Carson Wealth (CWM LLC)’s Regal Rexnord RRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $213K | Buy |
1,140
+65
| +6% | +$12.1K | ﹤0.01% | 2691 |
|
|
2025
Q4 | $151K | Buy |
1,075
+72
| +7% | +$10.2K | ﹤0.01% | 2778 |
|
|
2025
Q3 | $144K | Buy |
1,003
+22
| +2% | +$3.24K | ﹤0.01% | 2700 |
|
|
2025
Q2 | $142K | Sell |
981
-30
| -3% | -$3.76K | ﹤0.01% | 2442 |
|
|
2025
Q1 | $115K | Buy |
1,011
+155
| +18% | +$21.5K | ﹤0.01% | 2318 |
|
|
2024
Q4 | $133K | Buy |
856
+14
| +2% | +$2.37K | ﹤0.01% | 2094 |
|
|
2024
Q3 | $140K | Buy |
842
+17
| +2% | +$2.63K | ﹤0.01% | 1978 |
|
|
2024
Q2 | $112K | Buy |
825
+167
| +25% | +$26K | ﹤0.01% | 1899 |
|
|
2024
Q1 | $119K | Sell |
658
-80
| -11% | -$12.5K | ﹤0.01% | 1775 |
|
|
2023
Q4 | $109K | Buy |
738
+241
| +48% | +$30.4K | ﹤0.01% | 1708 |
|
|
2023
Q3 | $71K | Buy |
497
+48
| +11% | +$7.39K | ﹤0.01% | 1860 |
|
|
2023
Q2 | $69K | Buy |
449
+84
| +23% | +$11.4K | ﹤0.01% | 1784 |
|
|
2023
Q1 | $51K | Buy |
365
+4
| +1% | +$579 | ﹤0.01% | 1866 |
|
|
2022
Q4 | $43K | Buy |
361
+48
| +15% | +$6.29K | ﹤0.01% | 1827 |
|
|
2022
Q3 | $44K | Buy |
313
+88
| +39% | +$11.8K | ﹤0.01% | 1724 |
|
|
2022
Q2 | $26K | Buy |
225
+87
| +63% | +$11.1K | ﹤0.01% | 1970 |
|
|
2022
Q1 | $21K | Buy |
138
+42
| +44% | +$6.73K | ﹤0.01% | 2066 |
|
|
2021
Q4 | $16K | Buy |
+96
| New | +$15.2K | ﹤0.01% | 2120 |
|
|
2021
Q2 | $13K | Hold |
96
| – | – | ﹤0.01% | 1997 |
|
|
2021
Q1 | $13K | Hold |
96
| – | – | ﹤0.01% | 1997 |
|
|
2020
Q4 | $13K | Hold |
96
| – | – | ﹤0.01% | 1997 |
|
|
2020
Q3 | $13K | Hold |
96
| – | – | ﹤0.01% | 1997 |
|
|
2020
Q2 | $13K | Hold |
96
| – | – | ﹤0.01% | 1996 |
|
|
2020
Q1 | $13K | Hold |
96
| – | – | ﹤0.01% | 1996 |
|
|
2019
Q4 | $13K | Hold |
96
| – | – | ﹤0.01% | 1996 |
|
|
2019
Q3 | $13K | Hold |
96
| – | – | ﹤0.01% | 1996 |
|
|
2019
Q2 | $13K | Hold |
96
| – | – | ﹤0.01% | 1996 |
|
|
2019
Q1 | $13K | Buy |
96
+63
| +191% | +$4.97K | ﹤0.01% | 1996 |
|
|
2018
Q4 | $2K | Buy |
33
+23
| +230% | +$1.74K | ﹤0.01% | 1790 |
|
|
2018
Q3 | $1K | Sell |
10
-12
| -55% | -$997 | ﹤0.01% | 1734 |
|
|
2018
Q2 | $2K | Buy |
22
+12
| +120% | +$929 | ﹤0.01% | 1417 |
|
|
2018
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 1318 |
|
|
2017
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 1389 |
|
|
2017
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 1410 |
|
|
2017
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 1129 |
|
|
2017
Q1 | $1K | Buy |
+10
| New | +$737 | ﹤0.01% | 1098 |
|
Other funds holding RRX
Carson Wealth (CWM LLC)'s RRX Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Regal Rexnord (RRX) stake by 6% in Q1 2026, buying an estimated $12.1K and bringing the position to 1,140 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #2691.
Carson Wealth (CWM LLC) first reported a position in RRX in Q1 2017 and has held it in 36 quarters since. 546 funds tracked by Wall St. Rank hold RRX as of Q1 2026.
- Carson Wealth (CWM LLC) held 1,140 shares of Regal Rexnord worth $213K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 65 Regal Rexnord shares in Q1 2026, an estimated $12.1K.
- Regal Rexnord made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2691 holding.
- Carson Wealth (CWM LLC) first reported a position in Regal Rexnord in Q1 2017 and has held it in 36 quarters since.
- 546 funds tracked by Wall St. Rank held Regal Rexnord as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.