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Whalen Wealth Management’s Regal Rexnord RRX Stock Holding History

Whalen Wealth Management’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 		$461K Buy
2,462
+37
+2% +$6.88K 0.25% 104
2025
Q4 		$340K Buy
2,425
+948
+64% +$135K 0.18% 149
2025
Q3 		$212K Sell
1,477
-340
-19% -$50.1K 0.12% 165
2025
Q2 		$263K Buy
+1,817
New +$228K 0.17% 156

Other funds holding RRX

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Whalen Wealth Management increased its Regal Rexnord (RRX) stake by 1.5% in Q1 2026, buying an estimated $6.88K and bringing the position to 2,462 shares worth $461K. The position accounts for 0.25% of the portfolio, ranked #104.

Whalen Wealth Management first reported a position in RRX in Q2 2025 and has held it in 4 quarters since. 544 funds tracked by Wall St. Rank hold RRX as of Q1 2026.

  • Whalen Wealth Management held 2,462 shares of Regal Rexnord worth $461K as of Q1 2026.
  • Whalen Wealth Management bought 37 Regal Rexnord shares in Q1 2026, an estimated $6.88K.
  • Regal Rexnord made up 0.25% of Whalen Wealth Management's portfolio in Q1 2026, its #104 holding.
  • Whalen Wealth Management first reported a position in Regal Rexnord in Q2 2025 and has held it in 4 quarters since.
  • 544 funds tracked by Wall St. Rank held Regal Rexnord as of Q1 2026.

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