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Apella Capital’s Rockwell Automation ROK Stock Holding History

Apella Capital’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 		$1.53M Buy
3,261
+28
+0.9% +$12.2K 0.02% 303
2026
Q1 		$1.34M Buy
3,233
+161
+5% +$63.5K 0.02% 320
2025
Q4 		$1.2M Buy
3,072
+397
+15% +$149K 0.02% 258
2025
Q3 		$931K Buy
2,675
+1,494
+127% +$516K 0.02% 261
2025
Q2 		$400K Buy
1,181
+220
+23% +$62.7K 0.01% 322
2025
Q1 		$233K Buy
+961
New +$267K 0.01% 353

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
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Handelsbanken Fonder
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Apella Capital's ROK Position: Q2 2026 in Review

Apella Capital increased its Rockwell Automation (ROK) stake by 0.87% in Q2 2026, buying an estimated $12.2K and bringing the position to 3,261 shares worth $1.53M. The position accounts for 0.02% of the portfolio, ranked #303.

Apella Capital first reported a position in ROK in Q1 2025 and has held it in 6 quarters since. 300 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Apella Capital held 3,261 shares of Rockwell Automation worth $1.53M as of Q2 2026.
  • Apella Capital bought 28 Rockwell Automation shares in Q2 2026, an estimated $12.2K.
  • Rockwell Automation made up 0.02% of Apella Capital's portfolio in Q2 2026, its #303 holding.
  • Apella Capital first reported a position in Rockwell Automation in Q1 2025 and has held it in 6 quarters since.
  • 300 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.