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Curated Wealth Partners’s RBC Bearings RBC Stock Holding History

Curated Wealth Partners’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
2026
Q2 		$1.11M Sell
1,716
-221
-11% -$132K 0.13% 61
2026
Q1 		$1.05M Sell
1,937
-206
-10% -$109K 0.13% 62
2025
Q4 		$961K Buy
2,143
+306
+17% +$130K 0.1% 74
2025
Q3 		$717K Buy
1,837
+46
+3% +$17.9K 0.09% 76
2025
Q2 		$689K Sell
1,791
-187
-9% -$66K 0.08% 74
2025
Q1 		$636K Sell
1,978
-11
-0.6% -$3.71K 0.08% 77
2024
Q4 		$595K Buy
1,989
+32
+2% +$9.85K 0.07% 77
2024
Q3 		$586K Sell
1,957
-95
-5% -$27.3K 0.07% 71
2024
Q2 		$554K Buy
+2,052
New +$551K 0.08% 72
2024
Q1 		– Sell
-1,944
Closed -$525K – 239
2023
Q4 		$554K Sell
1,944
-57
-3% -$14K 0.09% 84
2023
Q3 		$468K Hold
2,001
– – 0.09% 78
2023
Q2 		$435K Hold
2,001
– – 0.08% 77
2023
Q1 		$466K Hold
2,001
– – 0.1% 71
2022
Q4 		$419K Hold
2,001
– – 0.1% 71
2022
Q3 		$416K Sell
2,001
-54
-3% -$12.4K 0.12% 70
2022
Q2 		$381K Buy
2,055
+395
+24% +$70.1K 0.11% 83
2022
Q1 		$335K Hold
1,660
– – 0.11% 99
2021
Q4 		$335K Sell
1,660
-346
-17% -$74.3K 0.11% 102
2021
Q3 		$426K Buy
2,006
+314
+19% +$68.2K 0.24% 87
2021
Q2 		$337K Buy
1,692
+72
+4% +$14.2K 0.18% 105
2021
Q1 		$319K Buy
1,620
+142
+10% +$26.7K 0.2% 101
2020
Q4 		$265K Buy
+1,478
New +$226K 0.17% 117

Other funds holding RBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Curated Wealth Partners's RBC Position: Q2 2026 in Review

Curated Wealth Partners reduced its RBC Bearings (RBC) stake by 11% in Q2 2026, selling an estimated $132K and leaving 1,716 shares worth $1.11M. The position accounts for 0.13% of the portfolio, ranked #61.

Curated Wealth Partners first reported a position in RBC in Q4 2020 and has held it in 22 quarters since. 690 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • Curated Wealth Partners held 1,716 shares of RBC Bearings worth $1.11M as of Q2 2026.
  • Curated Wealth Partners sold 221 RBC Bearings shares in Q2 2026, an estimated $132K.
  • RBC Bearings made up 0.13% of Curated Wealth Partners's portfolio in Q2 2026, its #61 holding.
  • Curated Wealth Partners first reported a position in RBC Bearings in Q4 2020 and has held it in 22 quarters since.
  • 690 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.