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Oak Ridge Investments’s Regal Rexnord RRX Stock Holding History

Oak Ridge Investments’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
Q2 		$786K Sell
3,300
-292
-8% -$61K 0.04% 133
2026
Q1 		$673K Buy
3,592
+29
+0.8% +$5.39K 0.04% 140
2025
Q4 		$500K Sell
3,563
-236
-6% -$33.6K 0.03% 148
2025
Q3 		$545K Buy
3,799
+14
+0.4% +$2.06K 0.04% 147
2025
Q2 		$549K Buy
3,785
+27
+0.7% +$3.39K 0.04% 140
2025
Q1 		$428K Sell
3,758
-2,850
-43% -$396K 0.04% 145
2024
Q4 		$1.03M Buy
6,608
+19
+0.3% +$3.21K 0.08% 117
2024
Q3 		$1.09M Sell
6,589
-141
-2% -$21.8K 0.1% 107
2024
Q2 		$910K Buy
6,730
+16
+0.2% +$2.49K 0.09% 116
2024
Q1 		$1.21M Sell
6,714
-862
-11% -$134K 0.12% 111
2023
Q4 		$1.12M Sell
7,576
-468
-6% -$59K 0.13% 118
2023
Q3 		$1.15M Sell
8,044
-19
-0.2% -$2.92K 0.15% 112
2023
Q2 		$1.24M Sell
8,063
-149
-2% -$20.3K 0.15% 115
2023
Q1 		$1.16M Buy
8,212
+574
+8% +$83.1K 0.16% 119
2022
Q4 		$916K Sell
7,638
-2
-0% -$262 0.14% 122
2022
Q3 		$1.07M Buy
7,640
+2,113
+38% +$284K 0.16% 122
2022
Q2 		$627K Hold
5,527
– – 0.09% 136
2022
Q1 		$822K Buy
+5,527
New +$886K 0.09% 133

Other funds holding RRX

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Oak Ridge Investments's RRX Position: Q2 2026 in Review

Oak Ridge Investments reduced its Regal Rexnord (RRX) stake by 8.1% in Q2 2026, selling an estimated $61K and leaving 3,300 shares worth $786K. The position accounts for 0.04% of the portfolio, ranked #133.

Oak Ridge Investments first reported a position in RRX in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.24M in Q2 2023. 611 funds tracked by Wall St. Rank hold RRX as of Q2 2026.

  • Oak Ridge Investments held 3,300 shares of Regal Rexnord worth $786K as of Q2 2026.
  • Oak Ridge Investments sold 292 Regal Rexnord shares in Q2 2026, an estimated $61K.
  • Regal Rexnord made up 0.04% of Oak Ridge Investments's portfolio in Q2 2026, its #133 holding.
  • Oak Ridge Investments first reported a position in Regal Rexnord in Q1 2022 and has held it in 18 quarters since.
  • Oak Ridge Investments's Regal Rexnord position peaked at $1.24M in Q2 2023.
  • 611 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.