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Morningstar Investment Management’s RBC Bearings RBC Stock Holding History

Morningstar Investment Management’s Portfolio RBC Stock Details RBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8,451
Closed -$3.3M – 439
2025
Q3 		$3.3M Buy
+8,451
New +$3.29M 0.12% 187

Other funds holding RBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Morningstar Investment Management's RBC Position: Q4 2025 in Review

Morningstar Investment Management sold out of RBC Bearings (RBC) in Q4 2025, closing a stake of 8,451 shares — an estimated $3.3M sold.

Morningstar Investment Management first reported a position in RBC in Q3 2025 and held it in 1 quarter. The position peaked at $3.3M in Q3 2025. 533 funds tracked by Wall St. Rank hold RBC as of Q4 2025.

  • Morningstar Investment Management reported no remaining RBC Bearings position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 8,451 RBC Bearings shares in Q4 2025, an estimated $3.3M.
  • Morningstar Investment Management first reported a position in RBC Bearings in Q3 2025 and held it in 1 quarter.
  • Morningstar Investment Management's RBC Bearings position peaked at $3.3M in Q3 2025.
  • 533 funds tracked by Wall St. Rank held RBC Bearings as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.