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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

Victory Capital Management

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

Viking Global Investors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return