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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
Q2 		– Sell
-9,889
Closed -$328K – 217
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 $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
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

Whalen Wealth Management's RELX Position: Q2 2026 in Review

Whalen Wealth Management sold out of RELX (RELX) in Q2 2026, closing a stake of 9,889 shares — an estimated $328K sold.

Whalen Wealth Management first reported a position in RELX in Q3 2025 and held it in 3 quarters. The position peaked at $562K in Q4 2025. 439 funds tracked by Wall St. Rank hold RELX as of Q2 2026.

  • Whalen Wealth Management reported no remaining RELX position as of Q2 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 9,889 RELX shares in Q2 2026, an estimated $328K.
  • Whalen Wealth Management first reported a position in RELX in Q3 2025 and held it in 3 quarters.
  • Whalen Wealth Management's RELX position peaked at $562K in Q4 2025.
  • 439 funds tracked by Wall St. Rank held RELX as of Q2 2026.

Based on Whalen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.