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True Wealth Design’s Regal Rexnord RRX Stock Holding History

True Wealth Design’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 		$3.33K Hold
14
– – ﹤0.01% 1496
2026
Q1 		$2.62K Hold
14
– – ﹤0.01% 1431
2025
Q4 		$1.97K Sell
14
-28
-67% -$3.98K ﹤0.01% 1459
2025
Q3 		$6.03K Buy
42
+34
+425% +$5.01K ﹤0.01% 1008
2025
Q2 		$1.16K Buy
8
+5
+167% +$627 ﹤0.01% 1410
2025
Q1 		$342 Buy
3
+2
+200% +$278 ﹤0.01% 1723
2024
Q4 		$156 Hold
1
– – ﹤0.01% 1245
2024
Q3 		$166 Sell
1
-2
-67% -$309 ﹤0.01% 1209
2024
Q2 		$406 Buy
3
+1
+50% +$156 ﹤0.01% 684
2024
Q1 		$361 Hold
2
– – ﹤0.01% 685
2023
Q4 		$297 Buy
2
+1
+100% +$126 ﹤0.01% 606
2023
Q3 		$143 Hold
1
– – ﹤0.01% 687
2023
Q2 		$154 Hold
1
– – ﹤0.01% 690
2023
Q1 		$141 Hold
1
– – ﹤0.01% 773
2022
Q4 		$120 Buy
+1
New +$131 ﹤0.01% 723

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 $3.37T AUM 44.26% 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

True Wealth Design's RRX Position: Q2 2026 in Review

True Wealth Design held its Regal Rexnord (RRX) position steady in Q2 2026 at 14 shares worth $3.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1496.

True Wealth Design first reported a position in RRX in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.03K in Q3 2025. 608 funds tracked by Wall St. Rank hold RRX as of Q2 2026.

  • True Wealth Design held 14 shares of Regal Rexnord worth $3.33K as of Q2 2026.
  • True Wealth Design left its Regal Rexnord share count unchanged in Q2 2026.
  • Regal Rexnord made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1496 holding.
  • True Wealth Design first reported a position in Regal Rexnord in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Regal Rexnord position peaked at $6.03K in Q3 2025.
  • 608 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.