RWM
RRX icon

Ritholtz Wealth Management’s Regal Rexnord RRX Stock Holding History

Ritholtz 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
Q1 		$549K Buy
+2,934
New +$545K 0.01% 754
2025
Q3 		– Sell
-1,534
Closed -$222K – 1105
2025
Q2 		$222K Sell
1,534
-445
-22% -$55.8K ﹤0.01% 892
2025
Q1 		$225K Buy
1,979
+363
+22% +$50.4K 0.01% 827
2024
Q4 		$251K Sell
1,616
-21
-1% -$3.55K 0.01% 756
2024
Q3 		$271K Buy
+1,637
New +$253K 0.01% 724
2024
Q2 		– Sell
-1,111
Closed -$200K – 863
2024
Q1 		$200K Buy
+1,111
New +$173K 0.01% 743
2023
Q4 		– Sell
-1,452
Closed -$207K – 782
2023
Q3 		$207K Hold
1,452
– – 0.01% 640
2023
Q2 		$223K Sell
1,452
-91
-6% -$12.4K 0.01% 606
2023
Q1 		$217K Sell
1,543
-246
-14% -$35.6K 0.01% 588
2022
Q4 		$215K Sell
1,789
-594
-25% -$77.9K 0.01% 527
2022
Q3 		$334K Buy
2,383
+530
+29% +$71.2K 0.02% 513
2022
Q2 		$210K Sell
1,853
-336
-15% -$42.7K 0.01% 490
2022
Q1 		$326K Sell
2,189
-10
-0.5% -$1.6K 0.02% 401
2021
Q4 		$374K Sell
2,199
-86
-4% -$13.6K 0.02% 362
2021
Q3 		$344K Sell
2,285
-554
-20% -$79.5K 0.02% 346
2021
Q2 		$379K Buy
2,839
+66
+2% +$9.31K 0.03% 313
2021
Q1 		$396K Buy
2,773
+360
+15% +$49.4K 0.03% 246
2020
Q4 		$296K Buy
+2,413
New +$266K 0.03% 255

Other funds holding RRX

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ritholtz Wealth Management's RRX Position: Q1 2026 in Review

Ritholtz Wealth Management opened a new position in Regal Rexnord (RRX) in Q1 2026: 2,934 shares worth $549K. The stake represents 0.01% of the portfolio and ranks #754 among its holdings. This is a return to the name: Ritholtz Wealth Management previously reported a position in RRX as recently as Q2 2025.

Ritholtz Wealth Management first reported a position in RRX in Q4 2020 and has held it in 18 quarters since. 544 funds tracked by Wall St. Rank hold RRX as of Q1 2026.

  • Ritholtz Wealth Management held 2,934 shares of Regal Rexnord worth $549K as of Q1 2026.
  • Regal Rexnord was a new Ritholtz Wealth Management position in Q1 2026.
  • Regal Rexnord made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #754 holding.
  • Ritholtz Wealth Management first reported a position in Regal Rexnord in Q4 2020 and has held it in 18 quarters since.
  • 544 funds tracked by Wall St. Rank held Regal Rexnord as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.