CM Wealth Advisors’s Regal Rexnord RRX Stock Holding History

CM Wealth 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	$319K	Sell	1,339 -426	-24%	-$89K	0.06%	138
2026 Q1	$331K	Sell	1,765 -63	-3%	-$11.7K	0.07%	104
2025 Q4	$257K	Buy	+1,828	New	+$260K	0.06%	125
2024 Q2	–	Sell	-1,552	Closed	-$244K	–	156
2024 Q1	$244K	Buy	+1,552	New	+$242K	0.07%	154
2023 Q2	–	Sell	-4,327	Closed	-$546K	–	378
2023 Q1	$546K	Buy	+4,327	New	+$626K	0.11%	240

Other funds holding RRX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CM Wealth Advisors's RRX Position: Q2 2026 in Review

CM Wealth Advisors reduced its Regal Rexnord (RRX) stake by 24% in Q2 2026, selling an estimated $89K and leaving 1,339 shares worth $319K. The position accounts for 0.06% of the portfolio, ranked #138.

CM Wealth Advisors first reported a position in RRX in Q1 2023 and has held it in 5 quarters since. The position peaked at $546K in Q1 2023. 610 funds tracked by Wall St. Rank hold RRX as of Q2 2026.

CM Wealth Advisors held 1,339 shares of Regal Rexnord worth $319K as of Q2 2026.
CM Wealth Advisors sold 426 Regal Rexnord shares in Q2 2026, an estimated $89K.
Regal Rexnord made up 0.06% of CM Wealth Advisors's portfolio in Q2 2026, its #138 holding.
CM Wealth Advisors first reported a position in Regal Rexnord in Q1 2023 and has held it in 5 quarters since.
CM Wealth Advisors's Regal Rexnord position peaked at $546K in Q1 2023.
610 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.