Arax Advisory Partners’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.6M | Buy |
15,345
+14,315
| +1,390% | +$6.23M | 0.05% | 369 |
|
|
2026
Q1 | $370K | Sell |
1,030
-1,254
| -55% | -$495K | 0.01% | 765 |
|
|
2025
Q4 | $889K | Sell |
2,284
-1,816
| -44% | -$683K | 0.03% | 413 |
|
|
2025
Q3 | $1.43M | Buy |
4,100
+3,634
| +780% | +$1.26M | 0.02% | 546 |
|
|
2025
Q2 | $207K | Buy |
466
+99
| +27% | +$28.2K | 0.01% | 641 |
|
|
2025
Q1 | $94.7K | Buy |
367
+169
| +85% | +$47K | 0.01% | 739 |
|
|
2024
Q4 | $56.6K | Buy |
198
+26
| +15% | +$7.31K | ﹤0.01% | 867 |
|
|
2024
Q3 | $46.3K | Buy |
172
+19
| +12% | +$5.04K | ﹤0.01% | 750 |
|
|
2024
Q2 | $42.1K | Buy |
153
+1
| +0.7% | +$270 | ﹤0.01% | 722 |
|
|
2024
Q1 | $44.3K | Hold |
152
| – | – | ﹤0.01% | 526 |
|
|
2023
Q4 | $47K | Buy |
152
+1
| +0.7% | +$280 | 0.01% | 490 |
|
|
2023
Q3 | $43.1K | Buy |
151
+1
| +0.7% | +$309 | 0.01% | 485 |
|
|
2023
Q2 | $49.5K | Hold |
150
| – | – | 0.01% | 466 |
|
|
2023
Q1 | $44K | Buy |
150
+1
| +0.7% | +$284 | 0.01% | 480 |
|
|
2022
Q4 | $38.5K | Hold |
149
| – | – | 0.01% | 482 |
|
|
2022
Q3 | $32K | Buy |
149
+1
| +0.7% | +$233 | 0.01% | 500 |
|
|
2022
Q2 | $30K | Buy |
148
+17
| +13% | +$3.84K | ﹤0.01% | 506 |
|
|
2022
Q1 | $37K | Hold |
131
| – | – | ﹤0.01% | 495 |
|
|
2021
Q4 | $46K | Buy |
131
+1
| +0.8% | +$331 | 0.01% | 470 |
|
|
2021
Q3 | $38K | Hold |
130
| – | – | 0.01% | 489 |
|
|
2021
Q2 | $37K | Buy |
+130
| New | +$35.1K | 0.01% | 508 |
|
|
2020
Q4 | $32K | Buy |
129
+1
| +0.8% | +$245 | ﹤0.01% | 450 |
|
|
2020
Q3 | $28K | Sell |
128
-1,000
| -89% | -$223K | ﹤0.01% | 443 |
|
|
2020
Q2 | $240K | Buy |
1,128
+1
| +0.1% | +$193 | 0.04% | 149 |
|
|
2020
Q1 | $170K | Hold |
1,127
| – | – | 0.04% | 169 |
|
|
2019
Q4 | $228K | Buy |
1,127
+1
| +0.1% | +$185 | 0.07% | 143 |
|
|
2019
Q3 | $186K | Buy |
1,126
+1
| +0.1% | +$158 | 0.06% | 164 |
|
|
2019
Q2 | $184K | Buy |
+1,125
| New | +$190K | 0.06% | 155 |
|
|
2018
Q4 | $301K | Buy |
2,002
+1,340
| +202% | +$224K | 0.12% | 91 |
|
|
2018
Q3 | $124K | Buy |
662
+644
| +3,578% | +$115K | 0.05% | 168 |
|
|
2018
Q2 | $2K | Sell |
18
-9
| -33% | -$1.56K | ﹤0.01% | 448 |
|
|
2018
Q1 | $4K | Buy |
27
+7
| +35% | +$1.33K | ﹤0.01% | 395 |
|
|
2017
Q4 | $3K | Sell |
20
-25
| -56% | -$4.77K | ﹤0.01% | 407 |
|
|
2017
Q3 | $8K | Sell |
45
-10
| -18% | -$1.66K | ﹤0.01% | 342 |
|
|
2017
Q2 | $9K | Buy |
55
+1
| +2% | +$158 | ﹤0.01% | 358 |
|
|
2017
Q1 | $8K | Hold |
54
| – | – | ﹤0.01% | 339 |
|
|
2016
Q4 | $7K | Buy |
+54
| New | +$6.9K | ﹤0.01% | 335 |
|
Other funds holding ROK
Arax Advisory Partners's ROK Position: Q2 2026 in Review
Arax Advisory Partners increased its Rockwell Automation (ROK) stake by 1,390% in Q2 2026, buying an estimated $6.23M and bringing the position to 15,345 shares worth $7.6M. The position accounts for 0.05% of the portfolio, ranked #369.
Arax Advisory Partners first reported a position in ROK in Q4 2016 and has held it in 37 quarters since. 1,526 funds tracked by Wall St. Rank hold ROK as of Q2 2026.
- Arax Advisory Partners held 15,345 shares of Rockwell Automation worth $7.6M as of Q2 2026.
- Arax Advisory Partners bought 14,315 Rockwell Automation shares in Q2 2026, an estimated $6.23M.
- Rockwell Automation made up 0.05% of Arax Advisory Partners's portfolio in Q2 2026, its #369 holding.
- Arax Advisory Partners first reported a position in Rockwell Automation in Q4 2016 and has held it in 37 quarters since.
- 1,526 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.
Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.