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EverSource Wealth Advisors’s Regal Rexnord RRX Stock Holding History

EverSource 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 		$45.7K Sell
192
-50
-21% -$10.4K ﹤0.01% 1834
2026
Q1 		$45.3K Buy
242
+91
+60% +$16.9K ﹤0.01% 1967
2025
Q4 		$21.2K Sell
151
-114
-43% -$16.2K ﹤0.01% 2349
2025
Q3 		$38K Buy
265
+79
+42% +$11.6K ﹤0.01% 1908
2025
Q2 		$27K Buy
186
+49
+36% +$6.14K ﹤0.01% 2059
2025
Q1 		$15.6K Buy
137
+40
+41% +$5.56K ﹤0.01% 1835
2024
Q4 		$15K Buy
97
+8
+9% +$1.35K ﹤0.01% 1785
2024
Q3 		$14.8K Buy
89
+11
+14% +$1.7K ﹤0.01% 1649
2024
Q2 		$12.5K Sell
78
-48
-38% -$7.47K ﹤0.01% 1737
2024
Q1 		$20.3K Buy
126
+118
+1,475% +$18.4K ﹤0.01% 1356
2023
Q4 		$1.18K Sell
8
-2
-20% -$252 ﹤0.01% 2345
2023
Q3 		$1.43K Buy
10
+2
+25% +$308 ﹤0.01% 2106
2023
Q2 		$1.23K Buy
8
+2
+33% +$272 ﹤0.01% 2153
2023
Q1 		$844 Buy
+6
New +$869 ﹤0.01% 2149

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

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

EverSource Wealth Advisors reduced its Regal Rexnord (RRX) stake by 21% in Q2 2026, selling an estimated $10.4K and leaving 192 shares worth $45.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1834.

EverSource Wealth Advisors first reported a position in RRX in Q1 2023 and has held it in 14 quarters since. 611 funds tracked by Wall St. Rank hold RRX as of Q2 2026.

  • EverSource Wealth Advisors held 192 shares of Regal Rexnord worth $45.7K as of Q2 2026.
  • EverSource Wealth Advisors sold 50 Regal Rexnord shares in Q2 2026, an estimated $10.4K.
  • Regal Rexnord made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1834 holding.
  • EverSource Wealth Advisors first reported a position in Regal Rexnord in Q1 2023 and has held it in 14 quarters since.
  • 611 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.