Wealthspire Advisors (New York)’s Regal Rexnord RRX Stock Holding History

Wealthspire Advisors (New York)’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	$533K	Sell	2,237 -150	-6%	-$31.3K	﹤0.01%	779
2026 Q1	$447K	Sell	2,387 -267	-10%	-$49.6K	﹤0.01%	604
2025 Q4	$372K	Sell	2,654 -2,194	-45%	-$312K	﹤0.01%	714
2025 Q3	$695K	Sell	4,848 -258	-5%	-$38K	﹤0.01%	464
2025 Q2	$740K	Buy	5,106 +356	+7%	+$44.6K	﹤0.01%	444
2025 Q1	$541K	Buy	4,750 +2,307	+94%	+$320K	﹤0.01%	494
2024 Q4	$379K	Buy	2,443 +144	+6%	+$24.3K	﹤0.01%	589
2024 Q3	$381K	Buy	+2,299	New	+$355K	﹤0.01%	559

Other funds holding RRX

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Wealthspire Advisors (New York)'s RRX Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Regal Rexnord (RRX) stake by 6.3% in Q2 2026, selling an estimated $31.3K and leaving 2,237 shares worth $533K. The position accounts for ﹤0.01% of the portfolio, ranked #779.

Wealthspire Advisors (New York) first reported a position in RRX in Q3 2024 and has held it in 8 quarters since. The position peaked at $740K in Q2 2025. 611 funds tracked by Wall St. Rank hold RRX as of Q2 2026.

Wealthspire Advisors (New York) held 2,237 shares of Regal Rexnord worth $533K as of Q2 2026.
Wealthspire Advisors (New York) sold 150 Regal Rexnord shares in Q2 2026, an estimated $31.3K.
Regal Rexnord made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #779 holding.
Wealthspire Advisors (New York) first reported a position in Regal Rexnord in Q3 2024 and has held it in 8 quarters since.
Wealthspire Advisors (New York)'s Regal Rexnord position peaked at $740K in Q2 2025.
611 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.