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Principia Wealth Advisory’s Regal Rexnord RRX Stock Holding History

Principia Wealth Advisory’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
2025
Q2 		– Sell
-1
Closed -$107 – 997
2025
Q1 		$107 Sell
1
-2
-67% -$278 ﹤0.01% 807
2024
Q4 		$465 Buy
+3
New +$507 ﹤0.01% 566

Other funds holding RRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Principia Wealth Advisory's RRX Position: Q2 2025 in Review

Principia Wealth Advisory sold out of Regal Rexnord (RRX) in Q2 2025, closing a stake of 1 share — an estimated $107 sold.

Principia Wealth Advisory first reported a position in RRX in Q4 2024 and held it in 2 quarters. The position peaked at $465 in Q4 2024. 464 funds tracked by Wall St. Rank hold RRX as of Q2 2025.

  • Principia Wealth Advisory reported no remaining Regal Rexnord position as of Q2 2025 after selling out during the quarter.
  • Principia Wealth Advisory sold 1 Regal Rexnord share in Q2 2025, an estimated $107.
  • Principia Wealth Advisory first reported a position in Regal Rexnord in Q4 2024 and held it in 2 quarters.
  • Principia Wealth Advisory's Regal Rexnord position peaked at $465 in Q4 2024.
  • 464 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2025.

Based on Principia Wealth Advisory's 13F filing for Q2 2025, filed 14 Aug 2025.