Aspect Partners’s Rockwell Automation ROK Stock Holding History

Aspect Partners’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	$3.96K	Sell	8 -5	-38%	-$2.17K	﹤0.01%	453
2026 Q1	$4.67K	Hold	13	–	–	﹤0.01%	370
2025 Q4	$5.06K	Hold	13	–	–	﹤0.01%	378
2025 Q3	$4.54K	Buy	13 +11	+550%	+$3.8K	﹤0.01%	433
2025 Q2	$664	Hold	2	–	–	﹤0.01%	549
2025 Q1	$517	Sell	2 -6	-75%	-$1.67K	﹤0.01%	543
2024 Q4	$2.29K	Buy	8 +4	+100%	+$1.13K	﹤0.01%	465
2024 Q3	$1.07K	Hold	4	–	–	﹤0.01%	488
2024 Q2	$1.1K	Sell	4 -1	-20%	-$270	﹤0.01%	502
2024 Q1	$1.46K	Sell	5 -6	-55%	-$1.73K	﹤0.01%	469
2023 Q4	$3.42K	Buy	+11	New	+$3.08K	﹤0.01%	377

Other funds holding ROK

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $468M AUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

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

Aspect Partners's ROK Position: Q2 2026 in Review

Aspect Partners reduced its Rockwell Automation (ROK) stake by 38% in Q2 2026, selling an estimated $2.17K and leaving 8 shares worth $3.96K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Aspect Partners first reported a position in ROK in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.06K in Q4 2025. 359 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Aspect Partners held 8 shares of Rockwell Automation worth $3.96K as of Q2 2026.
Aspect Partners sold 5 Rockwell Automation shares in Q2 2026, an estimated $2.17K.
Rockwell Automation made up ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #453 holding.
Aspect Partners first reported a position in Rockwell Automation in Q4 2023 and has held it in 11 quarters since.
Aspect Partners's Rockwell Automation position peaked at $5.06K in Q4 2025.
359 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.