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Whalen Wealth Management’s RELX RELX Stock Holding History

Whalen Wealth Management’s Portfolio RELX Stock Details RELX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$328K Sell
9,889
-4,024
-29% -$141K 0.18% 143
2025
Q4 		$562K Buy
13,913
+7,824
+128% +$334K 0.3% 83
2025
Q3 		$291K Buy
+6,089
New +$301K 0.17% 135

Other funds holding RELX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Whalen Wealth Management's RELX Position: Q1 2026 in Review

Whalen Wealth Management reduced its RELX (RELX) stake by 29% in Q1 2026, selling an estimated $141K and leaving 9,889 shares worth $328K. The position accounts for 0.18% of the portfolio, ranked #143.

Whalen Wealth Management first reported a position in RELX in Q3 2025 and has held it in 3 quarters since. The position peaked at $562K in Q4 2025. 448 funds tracked by Wall St. Rank hold RELX as of Q1 2026.

  • Whalen Wealth Management held 9,889 shares of RELX worth $328K as of Q1 2026.
  • Whalen Wealth Management sold 4,024 RELX shares in Q1 2026, an estimated $141K.
  • RELX made up 0.18% of Whalen Wealth Management's portfolio in Q1 2026, its #143 holding.
  • Whalen Wealth Management first reported a position in RELX in Q3 2025 and has held it in 3 quarters since.
  • Whalen Wealth Management's RELX position peaked at $562K in Q4 2025.
  • 448 funds tracked by Wall St. Rank held RELX as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.