Advisory Research’s Regal Rexnord RRX Stock Holding History

Advisory Research’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	$1.46M	Sell	6,117 -2	-0%	-$418	0.15%	100
2026 Q1	$1.15M	Sell	6,119 -479	-7%	-$89K	0.14%	106
2025 Q4	$926K	Sell	6,598 -885	-12%	-$126K	0.12%	115
2025 Q3	$1.07M	Sell	7,483 -317	-4%	-$46.7K	0.14%	104
2025 Q2	$1.13M	Sell	7,800 -118	-1%	-$14.8K	0.17%	99
2025 Q1	$901K	Buy	7,918 +1,208	+18%	+$168K	0.16%	110
2024 Q4	$1.04M	Buy	6,710 +98	+1%	+$16.6K	0.17%	109
2024 Q3	$1.1M	Sell	6,612 -427	-6%	-$66K	0.19%	104
2024 Q2	$952K	Sell	7,039 -124	-2%	-$19.3K	0.18%	107
2024 Q1	$1.29M	Hold	7,163	–	–	0.26%	88
2023 Q4	$1.06M	Sell	7,163 -2,481	-26%	-$313K	0.16%	152
2023 Q3	$1.38M	Buy	9,644 +1,071	+12%	+$165K	0.19%	147
2023 Q2	$1.32M	Buy	8,573 +1,269	+17%	+$173K	0.17%	166
2023 Q1	$1.03M	Sell	7,304 -577	-7%	-$83.5K	0.17%	150
2022 Q4	$946K	Sell	7,881 -23,163	-75%	-$3.04M	0.09%	168
2022 Q3	$4.36M	Buy	31,044 +1,124	+4%	+$151K	0.43%	46
2022 Q2	$3.4M	Buy	29,920 +8,047	+37%	+$1.02M	0.33%	59
2022 Q1	$3.25M	Buy	21,873 +4,035	+23%	+$647K	0.26%	70
2021 Q4	$3.04M	Buy	+17,838	New	+$2.82M	0.24%	76

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 $3.37T AUM 44.26% 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

Advisory Research's RRX Position: Q2 2026 in Review

Advisory Research reduced its Regal Rexnord (RRX) stake by 0.03% in Q2 2026, selling an estimated $418 and leaving 6,117 shares worth $1.46M. The position accounts for 0.15% of the portfolio, ranked #100.

Advisory Research first reported a position in RRX in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.36M in Q3 2022. 610 funds tracked by Wall St. Rank hold RRX as of Q2 2026.

Advisory Research held 6,117 shares of Regal Rexnord worth $1.46M as of Q2 2026.
Advisory Research sold 2 Regal Rexnord shares in Q2 2026, an estimated $418.
Regal Rexnord made up 0.15% of Advisory Research's portfolio in Q2 2026, its #100 holding.
Advisory Research first reported a position in Regal Rexnord in Q4 2021 and has held it in 19 quarters since.
Advisory Research's Regal Rexnord position peaked at $4.36M in Q3 2022.
610 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.