Align Financial’s Rockwell Automation ROK Stock Holding History

Align Financial’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 Q3	$435	Buy	+1	New	+$445	﹤0.01%	517

Other funds holding ROK

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Align Financial's ROK Position: Q3 2026 in Review

Align Financial opened a new position in Rockwell Automation (ROK) in Q3 2026: 1 share worth $435. The stake represents ﹤0.01% of the portfolio and ranks #517 among its holdings.

321 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

Align Financial held 1 share of Rockwell Automation worth $435 as of Q3 2026.
Rockwell Automation was a new Align Financial position in Q3 2026.
Rockwell Automation made up ﹤0.01% of Align Financial's portfolio in Q3 2026, its #517 holding.
321 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on Align Financial's 13F filing for Q3 2026, filed 16 Oct 2026.