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

Lido 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
2025
Q2 		– Sell
-1,755
Closed -$201K – 1740
2025
Q1 		$201K Buy
+1,755
New +$244K ﹤0.01% 1390
2022
Q1 		– Sell
-4,008
Closed -$682K – 1083
2021
Q4 		$682K Buy
4,008
+777
+24% +$123K 0.01% 511
2021
Q3 		$485K Buy
3,231
+809
+33% +$116K 0.01% 608
2021
Q2 		$323K Sell
2,422
-634
-21% -$89.5K ﹤0.01% 691
2021
Q1 		$437K Buy
+3,056
New +$420K 0.01% 541

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lido Advisors's RRX Position: Q2 2025 in Review

Lido Advisors sold out of Regal Rexnord (RRX) in Q2 2025, closing a stake of 1,755 shares — an estimated $201K sold.

Lido Advisors first reported a position in RRX in Q1 2021 and held it in 5 quarters. The position peaked at $682K in Q4 2021. 465 funds tracked by Wall St. Rank hold RRX as of Q2 2025.

  • Lido Advisors reported no remaining Regal Rexnord position as of Q2 2025 after selling out during the quarter.
  • Lido Advisors sold 1,755 Regal Rexnord shares in Q2 2025, an estimated $201K.
  • Lido Advisors first reported a position in Regal Rexnord in Q1 2021 and held it in 5 quarters.
  • Lido Advisors's Regal Rexnord position peaked at $682K in Q4 2021.
  • 465 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2025.

Based on Lido Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.