Orion Portfolio Solutions’s Regal Rexnord RRX Stock Holding History

Orion Portfolio Solutions’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 Q1	$1.4M	Buy	12,269 +150	+1%	+$20.8K	0.01%	902
2024 Q4	$1.88M	Sell	12,119 -628	-5%	-$106K	0.02%	734
2024 Q3	$2.11M	Sell	12,747 -336	-3%	-$51.9K	0.02%	662
2024 Q2	$1.77M	Sell	13,083 -8,787	-40%	-$1.37M	0.02%	702
2024 Q1	$3.94M	Sell	21,870 -489	-2%	-$76.2K	0.04%	383
2023 Q4	$3.16M	Sell	22,359 -612	-3%	-$77.2K	0.04%	437
2023 Q3	$3.28M	Sell	22,971 -2,119	-8%	-$326K	0.04%	402
2023 Q2	$3.86M	Sell	25,090 -698	-3%	-$95K	0.04%	395
2023 Q1	$3.63M	Buy	+25,788	New	+$3.73M	0.04%	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

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

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

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

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

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

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

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

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

Orion Portfolio Solutions's RRX Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Regal Rexnord (RRX) stake by 1.2% in Q1 2025, buying an estimated $20.8K and bringing the position to 12,269 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #902.

Orion Portfolio Solutions first reported a position in RRX in Q1 2023 and has held it in 9 quarters since. The position peaked at $3.94M in Q1 2024. 437 funds tracked by Wall St. Rank hold RRX as of Q1 2025.

Orion Portfolio Solutions held 12,269 shares of Regal Rexnord worth $1.4M as of Q1 2025.
Orion Portfolio Solutions bought 150 Regal Rexnord shares in Q1 2025, an estimated $20.8K.
Regal Rexnord made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #902 holding.
Orion Portfolio Solutions first reported a position in Regal Rexnord in Q1 2023 and has held it in 9 quarters since.
Orion Portfolio Solutions's Regal Rexnord position peaked at $3.94M in Q1 2024.
437 funds tracked by Wall St. Rank held Regal Rexnord as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.