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Whipplewood Advisors’s Regal Rexnord RRX Stock Holding History

Whipplewood Advisors’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 		– Sell
-7
Closed -$982 – 1093
2025
Q4 		$982 Buy
+7
New +$996 ﹤0.01% 414
2025
Q3 		– Sell
-20
Closed -$2.9K – 986
2025
Q2 		$2.9K Buy
20
+2
+11% +$251 ﹤0.01% 805
2025
Q1 		$2.28K Sell
18
-2
-10% -$278 ﹤0.01% 863
2024
Q4 		$3.1K Buy
+20
New +$3.38K ﹤0.01% 792

Other funds holding RRX

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Whipplewood Advisors's RRX Position: Q1 2026 in Review

Whipplewood Advisors sold out of Regal Rexnord (RRX) in Q1 2026, closing a stake of 7 shares — an estimated $982 sold.

Whipplewood Advisors first reported a position in RRX in Q4 2024 and held it in 4 quarters. The position peaked at $3.1K in Q4 2024. 546 funds tracked by Wall St. Rank hold RRX as of Q1 2026.

  • Whipplewood Advisors reported no remaining Regal Rexnord position as of Q1 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 7 Regal Rexnord shares in Q1 2026, an estimated $982.
  • Whipplewood Advisors first reported a position in Regal Rexnord in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Regal Rexnord position peaked at $3.1K in Q4 2024.
  • 546 funds tracked by Wall St. Rank held Regal Rexnord as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.