Mount Yale Investment Advisors’s Regal Rexnord RRX Stock Holding History

Mount Yale Investment 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 Q3	–	Sell	-55	Closed	-$7.97K	–	1416
2025 Q2	$7.97K	Buy	+55	New	+$6.9K	﹤0.01%	1168
2022 Q4	–	Sell	-2,506	Closed	-$352K	–	491
2022 Q3	$352K	Sell	2,506 -2	-0.1%	-$269	0.05%	313
2022 Q2	$285K	Buy	2,508 +142	+6%	+$18.1K	0.04%	366
2022 Q1	$352K	Sell	2,366 -414	-15%	-$66.4K	0.04%	341
2021 Q4	$473K	Buy	2,780 +708	+34%	+$112K	0.05%	302
2021 Q3	$312K	Sell	2,072 -4	-0.2%	-$574	0.04%	344
2021 Q2	$277K	Buy	2,076 +276	+15%	+$39K	0.03%	337
2021 Q1	$257K	Sell	1,800 -104	-5%	-$14.3K	0.03%	348
2020 Q4	$234K	Buy	+1,904	New	+$210K	0.03%	351

Other funds holding RRX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Mount Yale Investment Advisors's RRX Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Regal Rexnord (RRX) in Q3 2025, closing a stake of 55 shares — an estimated $7.97K sold.

Mount Yale Investment Advisors first reported a position in RRX in Q4 2020 and held it in 9 quarters. The position peaked at $473K in Q4 2021. 475 funds tracked by Wall St. Rank hold RRX as of Q3 2025.

Mount Yale Investment Advisors reported no remaining Regal Rexnord position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 55 Regal Rexnord shares in Q3 2025, an estimated $7.97K.
Mount Yale Investment Advisors first reported a position in Regal Rexnord in Q4 2020 and held it in 9 quarters.
Mount Yale Investment Advisors's Regal Rexnord position peaked at $473K in Q4 2021.
475 funds tracked by Wall St. Rank held Regal Rexnord as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.