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Marshall & Sterling Wealth Advisors’s Regal Rexnord RRX Stock Holding History

Marshall & Sterling 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 		$3.12K Buy
13
+3
+30% +$627 ﹤0.01% 286
2026
Q1 		$1.89K Hold
10
– – ﹤0.01% 293
2025
Q4 		$1.41K Sell
10
-1
-9% -$142 ﹤0.01% 300
2025
Q3 		$1.44K Buy
11
+1
+10% +$147 ﹤0.01% 572
2025
Q2 		$1.45K Buy
+10
New +$1.25K ﹤0.01% 558

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

Marshall & Sterling Wealth Advisors's RRX Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Regal Rexnord (RRX) stake by 30% in Q2 2026, buying an estimated $627 and bringing the position to 13 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

Marshall & Sterling Wealth Advisors first reported a position in RRX in Q2 2025 and has held it in 5 quarters since. 608 funds tracked by Wall St. Rank hold RRX as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 13 shares of Regal Rexnord worth $3.12K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors bought 3 Regal Rexnord shares in Q2 2026, an estimated $627.
  • Regal Rexnord made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #286 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Regal Rexnord in Q2 2025 and has held it in 5 quarters since.
  • 608 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.