Shelton Capital Management’s Regal Rexnord RRX Stock Holding History

Shelton Capital Management’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	$415K	Hold	2,214	–	–	0.01%	411
2025 Q4	$311K	Sell	2,214 -164	-7%	-$23.3K	0.01%	485
2025 Q3	$341K	Hold	2,378	–	–	0.01%	461
2025 Q2	$345K	Hold	2,378	–	–	0.01%	439
2025 Q1	$271K	Sell	2,378 -133	-5%	-$18.5K	0.01%	517
2024 Q4	$390K	Sell	2,511 -109	-4%	-$18.4K	0.01%	406
2024 Q3	$435K	Hold	2,620	–	–	0.01%	377
2024 Q2	$354K	Sell	2,620 -241	-8%	-$37.5K	0.01%	421
2024 Q1	$515K	Hold	2,861	–	–	0.01%	352
2023 Q4	$423K	Sell	2,861 -211	-7%	-$26.6K	0.01%	372
2023 Q3	$439K	Sell	3,072 -189	-6%	-$29.1K	0.02%	337
2023 Q2	$502K	Sell	3,261 -62	-2%	-$8.44K	0.02%	327
2023 Q1	$468K	Sell	3,323 -81	-2%	-$11.7K	0.02%	313
2022 Q4	$408K	Sell	3,404 -184	-5%	-$24.1K	0.04%	319
2022 Q3	$504K	Hold	3,588	–	–	0.02%	309
2022 Q2	$407K	Hold	3,588	–	–	0.02%	360
2022 Q1	$534K	Hold	3,588	–	–	0.02%	347
2021 Q4	$611K	Buy	3,588 +1,297	+57%	+$205K	0.02%	324
2021 Q3	$344K	Hold	2,291	–	–	0.01%	494
2021 Q2	$306K	Hold	2,291	–	–	0.01%	556
2021 Q1	$327K	Hold	2,291	–	–	0.01%	524
2020 Q4	$281K	Sell	2,291 -175	-7%	-$19.3K	0.01%	521
2020 Q3	$231K	Hold	2,466	–	–	0.01%	629
2020 Q2	$215K	Buy	+2,466	New	+$185K	0.01%	572
2020 Q1	–	Sell	-2,853	Closed	-$244K	–	789
2019 Q4	$244K	Hold	2,853	–	–	0.01%	650
2019 Q3	$208K	Sell	2,853 -236	-8%	-$17.8K	0.01%	735
2019 Q2	$252K	Buy	3,089 +2,836	+1,121%	+$228K	0.01%	642
2019 Q1	$3.09K	Sell	253 -2,836	-92%	-$224K	0.01%	712
2018 Q4	$216K	Hold	3,089	–	–	0.01%	662
2018 Q3	$255K	Hold	3,089	–	–	0.01%	705
2018 Q2	$253K	Hold	3,089	–	–	0.02%	666
2018 Q1	$227K	Sell	3,089 -305	-9%	-$22.9K	0.01%	706
2017 Q4	$260K	Hold	3,394	–	–	0.02%	665
2017 Q3	$268K	Hold	3,394	–	–	0.02%	627
2017 Q2	$277K	Hold	3,394	–	–	0.02%	621
2017 Q1	$257K	Sell	3,394 -887	-21%	-$65.4K	0.02%	666
2016 Q4	$296K	Hold	4,281	–	–	0.02%	622
2016 Q3	$255K	Hold	4,281	–	–	0.02%	641
2016 Q2	$236K	Hold	4,281	–	–	0.02%	648
2016 Q1	$270K	Hold	4,281	–	–	0.02%	606
2015 Q4	$251K	Hold	4,281	–	–	0.02%	622
2015 Q3	$242K	Hold	4,281	–	–	0.03%	621
2015 Q2	$311K	Hold	4,281	–	–	0.03%	566
2015 Q1	$342K	Sell	4,281 -393	-8%	-$29.4K	0.04%	535
2014 Q4	$351K	Hold	4,674	–	–	0.04%	509
2014 Q3	$300K	Hold	4,674	–	–	0.04%	542
2014 Q2	$367K	Hold	4,674	–	–	0.05%	469
2014 Q1	$340K	Hold	4,674	–	–	0.05%	469
2013 Q4	$345K	Hold	4,674	–	–	0.05%	449
2013 Q3	$318K	Hold	4,674	–	–	0.05%	448
2013 Q2	$303K	Buy	+4,674	New	+$327K	0.06%	432

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

Shelton Capital Management's RRX Position: Q1 2026 in Review

Shelton Capital Management held its Regal Rexnord (RRX) position steady in Q1 2026 at 2,214 shares worth $415K. The position accounts for 0.01% of the portfolio, ranked #411.

Shelton Capital Management first reported a position in RRX in Q2 2013 and has held it in 51 quarters since. The position peaked at $611K in Q4 2021. 544 funds tracked by Wall St. Rank hold RRX as of Q1 2026.

Shelton Capital Management held 2,214 shares of Regal Rexnord worth $415K as of Q1 2026.
Shelton Capital Management left its Regal Rexnord share count unchanged in Q1 2026.
Regal Rexnord made up 0.01% of Shelton Capital Management's portfolio in Q1 2026, its #411 holding.
Shelton Capital Management first reported a position in Regal Rexnord in Q2 2013 and has held it in 51 quarters since.
Shelton Capital Management's Regal Rexnord position peaked at $611K in Q4 2021.
544 funds tracked by Wall St. Rank held Regal Rexnord as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.