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Activest Wealth Management’s Rockwell Automation ROK Stock Holding History

Activest 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 		$3.47K Buy
7
+4
+133% +$1.74K ﹤0.01% 772
2026
Q1 		$1.08K Sell
3
-8
-73% -$3.16K ﹤0.01% 1021
2025
Q4 		$4.28K Buy
11
+8
+267% +$3.01K ﹤0.01% 791
2025
Q3 		$1.05K Buy
3
+2
+200% +$691 ﹤0.01% 869
2025
Q2 		$332 Sell
1
-17
-94% -$4.84K ﹤0.01% 919
2025
Q1 		$4.65K Buy
18
+17
+1,700% +$4.73K ﹤0.01% 510
2024
Q4 		$286 Buy
+1
New +$281 ﹤0.01% 598

Other funds holding ROK

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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Activest Wealth Management increased its Rockwell Automation (ROK) stake by 133% in Q2 2026, buying an estimated $1.74K and bringing the position to 7 shares worth $3.47K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Activest Wealth Management first reported a position in ROK in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.65K in Q1 2025. 574 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Activest Wealth Management held 7 shares of Rockwell Automation worth $3.47K as of Q2 2026.
  • Activest Wealth Management bought 4 Rockwell Automation shares in Q2 2026, an estimated $1.74K.
  • Rockwell Automation made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #772 holding.
  • Activest Wealth Management first reported a position in Rockwell Automation in Q4 2024 and has held it in 7 quarters since.
  • Activest Wealth Management's Rockwell Automation position peaked at $4.65K in Q1 2025.
  • 574 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.