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Accredited Investors’s Rockwell Automation ROK Stock Holding History

Accredited Investors’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 		$375K Buy
757
+7
+0.9% +$3.04K 0.02% 208
2026
Q1 		$269K Buy
750
+3
+0.4% +$1.18K 0.01% 237
2025
Q4 		$291K Buy
747
+15
+2% +$5.64K 0.02% 224
2025
Q3 		$256K Sell
732
-223
-23% -$77K 0.01% 228
2025
Q2 		$317K Buy
955
+73
+8% +$20.8K 0.02% 187
2025
Q1 		$228K Buy
882
+39
+5% +$10.9K 0.01% 214
2024
Q4 		$241K Sell
843
-10
-1% -$2.81K 0.01% 201
2024
Q3 		$229K Buy
853
+122
+17% +$32.4K 0.01% 208
2024
Q2 		$201K Buy
731
+3
+0.4% +$810 0.01% 211
2024
Q1 		$212K Buy
728
+3
+0.4% +$864 0.01% 198
2023
Q4 		$225K Buy
725
+19
+3% +$5.33K 0.02% 181
2023
Q3 		$202K Buy
706
+2
+0.3% +$618 0.02% 182
2023
Q2 		$232K Buy
704
+3
+0.4% +$866 0.02% 175
2023
Q1 		$206K Buy
+701
New +$199K 0.02% 181
2022
Q1 		– Sell
-685
Closed -$239K – 194
2021
Q4 		$239K Buy
685
+2
+0.3% +$662 0.02% 161
2021
Q3 		$201K Buy
+683
New +$210K 0.02% 165

Other funds holding ROK

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
WPC
Waters Parkerson & Co New Orleans, Louisiana $2.03B AUM 17.65% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Accredited Investors's ROK Position: Q2 2026 in Review

Accredited Investors increased its Rockwell Automation (ROK) stake by 0.93% in Q2 2026, buying an estimated $3.04K and bringing the position to 757 shares worth $375K. The position accounts for 0.02% of the portfolio, ranked #208.

Accredited Investors first reported a position in ROK in Q3 2021 and has held it in 16 quarters since. 658 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Accredited Investors held 757 shares of Rockwell Automation worth $375K as of Q2 2026.
  • Accredited Investors bought 7 Rockwell Automation shares in Q2 2026, an estimated $3.04K.
  • Rockwell Automation made up 0.02% of Accredited Investors's portfolio in Q2 2026, its #208 holding.
  • Accredited Investors first reported a position in Rockwell Automation in Q3 2021 and has held it in 16 quarters since.
  • 658 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.