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Dynasty Wealth Management’s Regal Rexnord RRX Stock Holding History

Dynasty Wealth Management’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
2025
Q3 		– Sell
-3,272
Closed -$474K – 347
2025
Q2 		$474K Sell
3,272
-993
-23% -$125K 0.01% 185
2025
Q1 		$486K Buy
4,265
+128
+3% +$17.8K 0.01% 201
2024
Q4 		$642K Buy
4,137
+42
+1% +$7.1K 0.01% 183
2024
Q3 		$679K Sell
4,095
-243
-6% -$37.5K 0.02% 164
2024
Q2 		$587K Buy
4,338
+449
+12% +$69.8K 0.02% 175
2024
Q1 		$700K Buy
+3,889
New +$606K 0.02% 155

Other funds holding RRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Dynasty Wealth Management's RRX Position: Q3 2025 in Review

Dynasty Wealth Management sold out of Regal Rexnord (RRX) in Q3 2025, closing a stake of 3,272 shares — an estimated $474K sold.

Dynasty Wealth Management first reported a position in RRX in Q1 2024 and held it in 6 quarters. The position peaked at $700K in Q1 2024. 476 funds tracked by Wall St. Rank hold RRX as of Q3 2025.

  • Dynasty Wealth Management reported no remaining Regal Rexnord position as of Q3 2025 after selling out during the quarter.
  • Dynasty Wealth Management sold 3,272 Regal Rexnord shares in Q3 2025, an estimated $474K.
  • Dynasty Wealth Management first reported a position in Regal Rexnord in Q1 2024 and held it in 6 quarters.
  • Dynasty Wealth Management's Regal Rexnord position peaked at $700K in Q1 2024.
  • 476 funds tracked by Wall St. Rank held Regal Rexnord as of Q3 2025.

Based on Dynasty Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.