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Navigoe Wealth Management’s Regal Rexnord RRX Stock Holding History

Navigoe 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 		$0 Buy
+4
New +$836 ﹤0.01% 1032
2026
Q1 		– Sell
-64
Closed -$8K – 255
2025
Q4 		$8K Hold
64
– – ﹤0.01% 164
2025
Q3 		$9K Buy
+64
New +$9.43K 0.01% 157

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

Navigoe Wealth Management's RRX Position: Q2 2026 in Review

Navigoe Wealth Management opened a new position in Regal Rexnord (RRX) in Q2 2026: 4 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1032 among its holdings. This is a return to the name: Navigoe Wealth Management previously reported a position in RRX as recently as Q4 2025.

Navigoe Wealth Management first reported a position in RRX in Q3 2025 and has held it in 3 quarters since. The position peaked at $9K in Q3 2025. 611 funds tracked by Wall St. Rank hold RRX as of Q2 2026.

  • Navigoe Wealth Management held 4 shares of Regal Rexnord worth $0 as of Q2 2026.
  • Regal Rexnord was a new Navigoe Wealth Management position in Q2 2026.
  • Regal Rexnord made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #1032 holding.
  • Navigoe Wealth Management first reported a position in Regal Rexnord in Q3 2025 and has held it in 3 quarters since.
  • Navigoe Wealth Management's Regal Rexnord position peaked at $9K in Q3 2025.
  • 611 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.