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Armis Advisers’s Rockwell Automation ROK Stock Holding History

Armis Advisers’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 		$662K Buy
1,372
+227
+20% +$98.8K 0.06% 228
2026
Q1 		$521K Buy
1,145
+146
+15% +$57.6K 0.05% 236
2025
Q4 		$355K Buy
+999
New +$376K 0.04% 295

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

Armis Advisers's ROK Position: Q2 2026 in Review

Armis Advisers increased its Rockwell Automation (ROK) stake by 20% in Q2 2026, buying an estimated $98.8K and bringing the position to 1,372 shares worth $662K. The position accounts for 0.06% of the portfolio, ranked #228.

Armis Advisers first reported a position in ROK in Q4 2025 and has held it in 3 quarters since. 300 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Armis Advisers held 1,372 shares of Rockwell Automation worth $662K as of Q2 2026.
  • Armis Advisers bought 227 Rockwell Automation shares in Q2 2026, an estimated $98.8K.
  • Rockwell Automation made up 0.06% of Armis Advisers's portfolio in Q2 2026, its #228 holding.
  • Armis Advisers first reported a position in Rockwell Automation in Q4 2025 and has held it in 3 quarters since.
  • 300 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.