OneDigital Investment Advisors’s Regal Rexnord RRX Stock Holding History

OneDigital 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
2026 Q1	$272K	Sell	1,452 -556	-28%	-$103K	﹤0.01%	1237
2025 Q4	$282K	Buy	2,008 +6	+0.3%	+$854	﹤0.01%	1251
2025 Q3	$287K	Buy	2,002 +231	+13%	+$34K	﹤0.01%	1208
2025 Q2	$257K	Buy	+1,771	New	+$222K	﹤0.01%	1250
2024 Q4	–	Sell	-1,262	Closed	-$209K	–	1498
2024 Q3	$209K	Buy	+1,262	New	+$195K	﹤0.01%	1344
2019 Q3	–	Sell	-654	Closed	-$53K	–	1033
2019 Q2	$53K	Hold	654	–	–	﹤0.01%	560
2019 Q1	$54K	Hold	654	–	–	0.01%	486
2018 Q4	$46K	Buy	654 +405	+163%	+$30.6K	0.01%	475
2018 Q3	$21K	Hold	249	–	–	﹤0.01%	651
2018 Q2	$20K	Buy	249 +64	+35%	+$4.95K	﹤0.01%	808
2018 Q1	$14K	Hold	185	–	–	﹤0.01%	950
2017 Q4	$14K	Hold	185	–	–	﹤0.01%	910
2017 Q3	$15K	Sell	185 -59	-24%	-$4.71K	0.01%	734
2017 Q2	$20K	Buy	+244	New	+$19.3K	0.01%	749

Other funds holding RRX

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

OneDigital Investment Advisors's RRX Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its Regal Rexnord (RRX) stake by 28% in Q1 2026, selling an estimated $103K and leaving 1,452 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #1237.

OneDigital Investment Advisors first reported a position in RRX in Q2 2017 and has held it in 14 quarters since. The position peaked at $287K in Q3 2025. 545 funds tracked by Wall St. Rank hold RRX as of Q1 2026.

OneDigital Investment Advisors held 1,452 shares of Regal Rexnord worth $272K as of Q1 2026.
OneDigital Investment Advisors sold 556 Regal Rexnord shares in Q1 2026, an estimated $103K.
Regal Rexnord made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1237 holding.
OneDigital Investment Advisors first reported a position in Regal Rexnord in Q2 2017 and has held it in 14 quarters since.
OneDigital Investment Advisors's Regal Rexnord position peaked at $287K in Q3 2025.
545 funds tracked by Wall St. Rank held Regal Rexnord as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.