Armis Advisers
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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
Q3 		$764K Buy
1,760
+388
+28% +$173K 0.06% 205
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management Boston, Massachusetts $2.31B AUM 23.57% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

Armis Advisers's ROK Position: Q3 2026 in Review

Armis Advisers increased its Rockwell Automation (ROK) stake by 28% in Q3 2026, buying an estimated $173K and bringing the position to 1,760 shares worth $764K. The position accounts for 0.06% of the portfolio, ranked #205.

Armis Advisers first reported a position in ROK in Q4 2025 and has held it in 4 quarters since. 693 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

  • Armis Advisers held 1,760 shares of Rockwell Automation worth $764K as of Q3 2026.
  • Armis Advisers bought 388 Rockwell Automation shares in Q3 2026, an estimated $173K.
  • Rockwell Automation made up 0.06% of Armis Advisers's portfolio in Q3 2026, its #205 holding.
  • Armis Advisers first reported a position in Rockwell Automation in Q4 2025 and has held it in 4 quarters since.
  • 693 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on Armis Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.