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Elevation Wealth Partners’s Regal Rexnord RRX Stock Holding History

Elevation Wealth Partners’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
Q1 		– Sell
-6
Closed -$842 – 1126
2025
Q4 		$842 Hold
6
– – ﹤0.01% 876
2025
Q3 		$861 Buy
+6
New +$884 ﹤0.01% 755

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Elevation Wealth Partners's RRX Position: Q1 2026 in Review

Elevation Wealth Partners sold out of Regal Rexnord (RRX) in Q1 2026, closing a stake of 6 shares — an estimated $842 sold.

Elevation Wealth Partners first reported a position in RRX in Q3 2025 and held it in 2 quarters. The position peaked at $861 in Q3 2025. 546 funds tracked by Wall St. Rank hold RRX as of Q1 2026.

  • Elevation Wealth Partners reported no remaining Regal Rexnord position as of Q1 2026 after selling out during the quarter.
  • Elevation Wealth Partners sold 6 Regal Rexnord shares in Q1 2026, an estimated $842.
  • Elevation Wealth Partners first reported a position in Regal Rexnord in Q3 2025 and held it in 2 quarters.
  • Elevation Wealth Partners's Regal Rexnord position peaked at $861 in Q3 2025.
  • 546 funds tracked by Wall St. Rank held Regal Rexnord as of Q1 2026.

Based on Elevation Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.