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Curio Wealth’s Regal Rexnord RRX Stock Holding History

Curio Wealth’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 		– Sell
-38
Closed -$7.12K – 920
2026
Q1 		$7.12K Hold
38
– – ﹤0.01% 242
2025
Q4 		$5.51K Buy
+38
New +$5.41K ﹤0.01% 290
2025
Q3 		– Sell
-38
Closed -$5.51K – 355
2025
Q2 		$5.51K Buy
38
+37
+3,700% +$4.64K ﹤0.01% 232
2025
Q1 		$5.89K Buy
+1
New +$139 ﹤0.01% 259

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 $3.38T AUM 44.17% 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

Curio Wealth's RRX Position: Q2 2026 in Review

Curio Wealth sold out of Regal Rexnord (RRX) in Q2 2026, closing a stake of 38 shares — an estimated $7.12K sold.

Curio Wealth first reported a position in RRX in Q1 2025 and held it in 4 quarters. The position peaked at $7.12K in Q1 2026. 611 funds tracked by Wall St. Rank hold RRX as of Q2 2026.

  • Curio Wealth reported no remaining Regal Rexnord position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 38 Regal Rexnord shares in Q2 2026, an estimated $7.12K.
  • Curio Wealth first reported a position in Regal Rexnord in Q1 2025 and held it in 4 quarters.
  • Curio Wealth's Regal Rexnord position peaked at $7.12K in Q1 2026.
  • 611 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.