Kovitz Investment Group Partners
RRX icon

Kovitz Investment Group Partners’s Regal Rexnord RRX Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-2,347
Closed -$337K – 1141
2025
Q3 		$337K Buy
2,347
+33
+1% +$4.86K ﹤0.01% 1160
2025
Q2 		$335K Buy
2,314
+58
+3% +$7.27K ﹤0.01% 1103
2025
Q1 		$257K Sell
2,256
-141
-6% -$19.6K ﹤0.01% 1101
2024
Q4 		$372K Buy
2,397
+102
+4% +$17.2K ﹤0.01% 977
2024
Q3 		$383K Buy
2,295
+265
+13% +$40.9K ﹤0.01% 810
2024
Q2 		$274K Sell
2,030
-33
-2% -$5.13K ﹤0.01% 745
2024
Q1 		$372K Buy
+2,063
New +$321K ﹤0.01% 552

Other funds holding RRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kovitz Investment Group Partners's RRX Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Regal Rexnord (RRX) in Q4 2025, closing a stake of 2,347 shares — an estimated $337K sold.

Kovitz Investment Group Partners first reported a position in RRX in Q1 2024 and held it in 7 quarters. The position peaked at $383K in Q3 2024. 475 funds tracked by Wall St. Rank hold RRX as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Regal Rexnord position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 2,347 Regal Rexnord shares in Q4 2025, an estimated $337K.
  • Kovitz Investment Group Partners first reported a position in Regal Rexnord in Q1 2024 and held it in 7 quarters.
  • Kovitz Investment Group Partners's Regal Rexnord position peaked at $383K in Q3 2024.
  • 475 funds tracked by Wall St. Rank held Regal Rexnord as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.