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Institute for Wealth Management’s Regal Rexnord RRX Stock Holding History

Institute for 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
2026
Q2 		$788K Hold
3,308
– – 0.07% 243
2026
Q1 		$619K Hold
3,308
– – 0.07% 272
2025
Q4 		$464K Sell
3,308
-162
-5% -$23.1K 0.05% 329
2025
Q3 		$498K Buy
3,470
+166
+5% +$24.5K 0.05% 326
2025
Q2 		$479K Hold
3,304
– – 0.05% 326
2025
Q1 		$376K Buy
+3,304
New +$459K 0.05% 359
2024
Q4 		– Sell
-1,216
Closed -$202K – 559
2024
Q3 		$202K Buy
+1,216
New +$188K 0.03% 519

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 $3.37T AUM 44.26% 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

Institute for Wealth Management's RRX Position: Q2 2026 in Review

Institute for Wealth Management held its Regal Rexnord (RRX) position steady in Q2 2026 at 3,308 shares worth $788K. The position accounts for 0.07% of the portfolio, ranked #243.

Institute for Wealth Management first reported a position in RRX in Q3 2024 and has held it in 7 quarters since. 610 funds tracked by Wall St. Rank hold RRX as of Q2 2026.

  • Institute for Wealth Management held 3,308 shares of Regal Rexnord worth $788K as of Q2 2026.
  • Institute for Wealth Management left its Regal Rexnord share count unchanged in Q2 2026.
  • Regal Rexnord made up 0.07% of Institute for Wealth Management's portfolio in Q2 2026, its #243 holding.
  • Institute for Wealth Management first reported a position in Regal Rexnord in Q3 2024 and has held it in 7 quarters since.
  • 610 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.