IWM
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IHT Wealth Management’s RBC Bearings RBC Stock Holding History

IHT Wealth Management’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 		$242K Sell
376
-42
-10% -$25K 0.01% 1099
2026
Q1 		$227K Buy
+418
New +$222K 0.01% 1132
2024
Q4 		– Sell
-1,072
Closed -$322K – 1180
2024
Q3 		$322K Buy
+1,072
New +$308K 0.01% 886

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

IHT Wealth Management's RBC Position: Q2 2026 in Review

IHT Wealth Management reduced its RBC Bearings (RBC) stake by 10% in Q2 2026, selling an estimated $25K and leaving 376 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #1099.

IHT Wealth Management first reported a position in RBC in Q3 2024 and has held it in 3 quarters since. The position peaked at $322K in Q3 2024. 691 funds tracked by Wall St. Rank hold RBC as of Q2 2026.

  • IHT Wealth Management held 376 shares of RBC Bearings worth $242K as of Q2 2026.
  • IHT Wealth Management sold 42 RBC Bearings shares in Q2 2026, an estimated $25K.
  • RBC Bearings made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1099 holding.
  • IHT Wealth Management first reported a position in RBC Bearings in Q3 2024 and has held it in 3 quarters since.
  • IHT Wealth Management's RBC Bearings position peaked at $322K in Q3 2024.
  • 691 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.