HighTower Advisors
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HighTower Advisors’s Regal Rexnord RRX Stock Holding History

HighTower 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 		$8.55M Buy
45,667
+3,001
+7% +$558K 0.01% 952
2025
Q4 		$5.99M Buy
42,666
+4,003
+10% +$570K 0.01% 1079
2025
Q3 		$5.55M Buy
38,663
+2,311
+6% +$341K 0.01% 1085
2025
Q2 		$5.27M Buy
36,352
+32,399
+820% +$4.06M 0.01% 1066
2025
Q1 		$450K Buy
3,953
+647
+20% +$89.9K ﹤0.01% 2551
2024
Q4 		$513K Buy
3,306
+855
+35% +$144K ﹤0.01% 2460
2024
Q3 		$403K Buy
2,451
+167
+7% +$25.8K ﹤0.01% 2574
2024
Q2 		$299K Sell
2,284
-144
-6% -$22.4K ﹤0.01% 2717
2024
Q1 		$439K Sell
2,428
-3
-0.1% -$467 ﹤0.01% 2363
2023
Q4 		$361K Sell
2,431
-1,112
-31% -$140K ﹤0.01% 2576
2023
Q3 		$503K Buy
3,543
+1,355
+62% +$209K ﹤0.01% 2230
2023
Q2 		$334K Buy
+2,188
New +$298K ﹤0.01% 2492

Other funds holding RRX

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return