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 Q1	$696	Hold	4	–	–	﹤0.01%	1559
2025 Q4	$520	Buy	+4	New	+$569	﹤0.01%	1363

Other funds holding RRX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

SHP Wealth Management held its Regal Rexnord (RRX) position steady in Q1 2026 at 4 shares worth $696. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

SHP Wealth Management first reported a position in RRX in Q4 2025 and has held it in 2 quarters since. 545 funds tracked by Wall St. Rank hold RRX as of Q1 2026.

SHP Wealth Management held 4 shares of Regal Rexnord worth $696 as of Q1 2026.
SHP Wealth Management left its Regal Rexnord share count unchanged in Q1 2026.
Regal Rexnord made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1559 holding.
SHP Wealth Management first reported a position in Regal Rexnord in Q4 2025 and has held it in 2 quarters since.
545 funds tracked by Wall St. Rank held Regal Rexnord as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.