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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
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 $5.7T 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 $653B AUM 32.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return