1620 Investment Advisors’s Rockwell Automation ROK Stock Holding History

1620 Investment Advisors’s Portfolio ROK Stock Details ROK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$142K	Hold	287	–	–	0.09%	219
2026 Q1	$103K	Hold	287	–	–	0.07%	232
2025 Q4	$112K	Hold	287	–	–	0.07%	220
2025 Q3	$100K	Hold	287	–	–	0.07%	232
2025 Q2	$95.3K	Hold	287	–	–	0.07%	236
2025 Q1	$74.2K	Hold	287	–	–	0.06%	252
2024 Q4	$82K	Hold	287	–	–	0.06%	253
2024 Q3	$77K	Sell	287 -367	-56%	-$97.4K	0.06%	257
2024 Q2	$180K	Buy	+654	New	+$176K	0.14%	161
2023 Q2	–	Sell	-33,216	Closed	-$266K	–	149
2023 Q1	$266K	Buy	+33,216	New	+$9.45M	0.32%	105

Other funds holding ROK

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $468M AUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

1620 Investment Advisors's ROK Position: Q2 2026 in Review

1620 Investment Advisors held its Rockwell Automation (ROK) position steady in Q2 2026 at 287 shares worth $142K. The position accounts for 0.09% of the portfolio, ranked #219.

1620 Investment Advisors first reported a position in ROK in Q1 2023 and has held it in 10 quarters since. The position peaked at $266K in Q1 2023. 376 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

1620 Investment Advisors held 287 shares of Rockwell Automation worth $142K as of Q2 2026.
1620 Investment Advisors left its Rockwell Automation share count unchanged in Q2 2026.
Rockwell Automation made up 0.09% of 1620 Investment Advisors's portfolio in Q2 2026, its #219 holding.
1620 Investment Advisors first reported a position in Rockwell Automation in Q1 2023 and has held it in 10 quarters since.
1620 Investment Advisors's Rockwell Automation position peaked at $266K in Q1 2023.
376 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.