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Summit Wealth Group (Colorado)’s Regal Rexnord RRX Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-24,833
Closed -$944K – 560
2025
Q3 		$944K Buy
+24,833
New +$3.66M 0.1% 175

Other funds holding RRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Summit Wealth Group (Colorado)'s RRX Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Regal Rexnord (RRX) in Q4 2025, closing a stake of 24,833 shares — an estimated $944K sold.

Summit Wealth Group (Colorado) first reported a position in RRX in Q3 2025 and held it in 1 quarter. The position peaked at $944K in Q3 2025. 475 funds tracked by Wall St. Rank hold RRX as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Regal Rexnord position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 24,833 Regal Rexnord shares in Q4 2025, an estimated $944K.
  • Summit Wealth Group (Colorado) first reported a position in Regal Rexnord in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Regal Rexnord position peaked at $944K in Q3 2025.
  • 475 funds tracked by Wall St. Rank held Regal Rexnord as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.