Chesley Taft & Associates’s Regal Rexnord RRX Stock Holding History

Chesley Taft & Associates’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
2025 Q2	–	Sell	-7,624	Closed	-$868K	–	343
2025 Q1	$868K	Sell	7,624 -1,471	-16%	-$204K	0.04%	215
2024 Q4	$1.41M	Buy	9,095 +500	+6%	+$84.5K	0.07%	171
2024 Q3	$1.43M	Buy	8,595 +35	+0.4%	+$5.41K	0.07%	166
2024 Q2	$1.16M	Buy	8,560 +520	+6%	+$80.9K	0.06%	181
2024 Q1	$1.45M	Buy	8,040 +60	+0.8%	+$9.35K	0.07%	163
2023 Q4	$1.18M	Sell	7,980 -655	-8%	-$82.6K	0.07%	173
2023 Q3	$1.23M	Buy	8,635 +1,670	+24%	+$257K	0.08%	158
2023 Q2	$1.07M	Buy	+6,965	New	+$948K	0.07%	173

Other funds holding RRX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Chesley Taft & Associates's RRX Position: Q2 2025 in Review

Chesley Taft & Associates sold out of Regal Rexnord (RRX) in Q2 2025, closing a stake of 7,624 shares — an estimated $868K sold.

Chesley Taft & Associates first reported a position in RRX in Q2 2023 and held it in 8 quarters. The position peaked at $1.45M in Q1 2024. 465 funds tracked by Wall St. Rank hold RRX as of Q2 2025.

Chesley Taft & Associates reported no remaining Regal Rexnord position as of Q2 2025 after selling out during the quarter.
Chesley Taft & Associates sold 7,624 Regal Rexnord shares in Q2 2025, an estimated $868K.
Chesley Taft & Associates first reported a position in Regal Rexnord in Q2 2023 and held it in 8 quarters.
Chesley Taft & Associates's Regal Rexnord position peaked at $1.45M in Q1 2024.
465 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2025.

Based on Chesley Taft & Associates's 13F filing for Q2 2025, filed 9 Jul 2025.