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SHP Wealth Management’s Regal Rexnord RRX Stock Holding History

SHP 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 		$1.84K Buy
8
+4
+100% +$836 ﹤0.01% 1421
2026
Q1 		$696 Hold
4
– – ﹤0.01% 1559
2025
Q4 		$520 Buy
+4
New +$569 ﹤0.01% 1363

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

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

SHP Wealth Management increased its Regal Rexnord (RRX) stake by 100% in Q2 2026, buying an estimated $836 and bringing the position to 8 shares worth $1.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

SHP Wealth Management first reported a position in RRX in Q4 2025 and has held it in 3 quarters since. 610 funds tracked by Wall St. Rank hold RRX as of Q2 2026.

  • SHP Wealth Management held 8 shares of Regal Rexnord worth $1.84K as of Q2 2026.
  • SHP Wealth Management bought 4 Regal Rexnord shares in Q2 2026, an estimated $836.
  • Regal Rexnord made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1421 holding.
  • SHP Wealth Management first reported a position in Regal Rexnord in Q4 2025 and has held it in 3 quarters since.
  • 610 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.