Accel Wealth Management’s Rockwell Automation ROK Stock Holding History

Accel Wealth Management’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	$300K	Buy	606 +1	+0.2%	+$435	0.07%	221
2026 Q1	$217K	Hold	605	–	–	0.06%	261
2025 Q4	$235K	Hold	605	–	–	0.06%	242
2025 Q3	$211K	Sell	605 -85	-12%	-$29.4K	0.06%	262
2025 Q2	$229K	Buy	+690	New	+$197K	0.08%	228
2023 Q2	–	Sell	-509	Closed	-$149K	–	708
2023 Q1	$149K	Hold	509	–	–	0.06%	258
2022 Q4	$131K	Buy	509 +1	+0.2%	+$251	0.06%	206
2022 Q3	$118K	Hold	508	–	–	0.06%	226
2022 Q2	$105K	Hold	508	–	–	0.06%	230
2022 Q1	$145K	Hold	508	–	–	0.07%	193
2021 Q4	$177K	Buy	508 +8	+2%	+$2.65K	0.09%	182
2021 Q3	$147K	Sell	500 -11	-2%	-$3.38K	0.1%	171
2021 Q2	$146K	Hold	511	–	–	0.1%	188
2021 Q1	$136K	Hold	511	–	–	0.11%	175
2020 Q4	$128K	Buy	+511	New	+$125K	0.12%	175

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

Accel Wealth Management's ROK Position: Q2 2026 in Review

Accel Wealth Management increased its Rockwell Automation (ROK) stake by 0.17% in Q2 2026, buying an estimated $435 and bringing the position to 606 shares worth $300K. The position accounts for 0.07% of the portfolio, ranked #221.

Accel Wealth Management first reported a position in ROK in Q4 2020 and has held it in 15 quarters since. 370 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Accel Wealth Management held 606 shares of Rockwell Automation worth $300K as of Q2 2026.
Accel Wealth Management bought 1 Rockwell Automation share in Q2 2026, an estimated $435.
Rockwell Automation made up 0.07% of Accel Wealth Management's portfolio in Q2 2026, its #221 holding.
Accel Wealth Management first reported a position in Rockwell Automation in Q4 2020 and has held it in 15 quarters since.
370 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.