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Tortoise Investment Management’s Regal Rexnord RRX Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-3
Closed -$430 – 1199
2025
Q3 		$430 Buy
3
+1
+50% +$147 ﹤0.01% 1202
2025
Q2 		$290 Buy
+2
New +$251 ﹤0.01% 1169

Other funds holding RRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Tortoise Investment Management's RRX Position: Q4 2025 in Review

Tortoise Investment Management sold out of Regal Rexnord (RRX) in Q4 2025, closing a stake of 3 shares — an estimated $430 sold.

Tortoise Investment Management first reported a position in RRX in Q2 2025 and held it in 2 quarters. The position peaked at $430 in Q3 2025. 475 funds tracked by Wall St. Rank hold RRX as of Q4 2025.

  • Tortoise Investment Management reported no remaining Regal Rexnord position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 3 Regal Rexnord shares in Q4 2025, an estimated $430.
  • Tortoise Investment Management first reported a position in Regal Rexnord in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's Regal Rexnord position peaked at $430 in Q3 2025.
  • 475 funds tracked by Wall St. Rank held Regal Rexnord as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.