Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Regal Rexnord RRX Stock Holding History

Wealth Enhancement Advisory Services’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 		$819K Sell
4,454
-1,417
-24% -$263K ﹤0.01% 1936
2025
Q4 		$926K Sell
5,871
-1,813
-24% -$258K ﹤0.01% 2010
2025
Q3 		$1.11M Buy
7,684
+3,579
+87% +$527K ﹤0.01% 1785
2025
Q2 		$623K Buy
4,105
+717
+21% +$89.9K ﹤0.01% 2059
2025
Q1 		$386K Sell
3,388
-90
-3% -$12.5K ﹤0.01% 2233
2024
Q4 		$540K Buy
3,478
+346
+11% +$58.5K ﹤0.01% 1937
2024
Q3 		$520K Sell
3,132
-168
-5% -$25.9K ﹤0.01% 1814
2024
Q2 		$446K Buy
3,300
+18
+0.5% +$2.8K ﹤0.01% 1718
2024
Q1 		$591K Buy
3,282
+102
+3% +$15.9K ﹤0.01% 1482
2023
Q4 		$471K Sell
3,180
-1,292
-29% -$163K ﹤0.01% 1543
2023
Q3 		$639K Buy
+4,472
New +$688K ﹤0.01% 1291

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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