CA
RRX icon

Clearstead Advisors’s Regal Rexnord RRX Stock Holding History

Clearstead Advisors’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 		$33.1K Sell
139
-290
-68% -$60.6K ﹤0.01% 1627
2026
Q1 		$80.3K Sell
429
-710
-62% -$132K ﹤0.01% 1188
2025
Q4 		$160K Buy
1,139
+716
+169% +$102K ﹤0.01% 979
2025
Q3 		$60.7K Buy
423
+48
+13% +$7.07K ﹤0.01% 1217
2025
Q2 		$54.4K Buy
375
+364
+3,309% +$45.7K ﹤0.01% 1264
2025
Q1 		$1.25K Sell
11
-825
-99% -$115K ﹤0.01% 1964
2024
Q4 		$130K Buy
836
+41
+5% +$6.93K ﹤0.01% 960
2024
Q3 		$132K Sell
795
-64
-7% -$9.89K ﹤0.01% 966
2024
Q2 		$116K Buy
859
+554
+182% +$86.2K ﹤0.01% 967
2024
Q1 		$49.5K Buy
305
+95
+45% +$14.8K ﹤0.01% 765
2023
Q4 		$31.1K Buy
+210
New +$26.5K ﹤0.01% 860

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

Clearstead Advisors's RRX Position: Q2 2026 in Review

Clearstead Advisors reduced its Regal Rexnord (RRX) stake by 68% in Q2 2026, selling an estimated $60.6K and leaving 139 shares worth $33.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1627.

Clearstead Advisors first reported a position in RRX in Q4 2023 and has held it in 11 quarters since. The position peaked at $160K in Q4 2025. 608 funds tracked by Wall St. Rank hold RRX as of Q2 2026.

  • Clearstead Advisors held 139 shares of Regal Rexnord worth $33.1K as of Q2 2026.
  • Clearstead Advisors sold 290 Regal Rexnord shares in Q2 2026, an estimated $60.6K.
  • Regal Rexnord made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1627 holding.
  • Clearstead Advisors first reported a position in Regal Rexnord in Q4 2023 and has held it in 11 quarters since.
  • Clearstead Advisors's Regal Rexnord position peaked at $160K in Q4 2025.
  • 608 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.