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Atwood & Palmer’s Rockwell Automation ROK Stock Holding History

Atwood & Palmer’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 		– Sell
-2
Closed -$718 – 541
2026
Q1 		$718 Buy
+2
New +$789 ﹤0.01% 489
2024
Q1 		– Sell
-10
Closed -$3.1K – 428
2023
Q4 		$3.1K Hold
10
– – ﹤0.01% 356
2023
Q3 		$2.86K Hold
10
– – ﹤0.01% 353
2023
Q2 		$3.29K Hold
10
– – ﹤0.01% 354
2023
Q1 		$2.94K Hold
10
– – ﹤0.01% 339
2022
Q4 		$2.58K Hold
10
– – ﹤0.01% 362
2022
Q3 		$2K Hold
10
– – ﹤0.01% 359
2022
Q2 		$2K Hold
10
– – ﹤0.01% 382
2022
Q1 		$3K Hold
10
– – ﹤0.01% 419
2021
Q4 		$3K Hold
10
– – ﹤0.01% 428
2021
Q3 		$3K Hold
10
– – ﹤0.01% 408
2021
Q2 		$3K Hold
10
– – ﹤0.01% 394
2021
Q1 		$3K Buy
+10
New +$2.55K ﹤0.01% 415

Other funds holding ROK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Atwood & Palmer's ROK Position: Q2 2026 in Review

Atwood & Palmer sold out of Rockwell Automation (ROK) in Q2 2026, closing a stake of 2 shares — an estimated $718 sold.

Atwood & Palmer first reported a position in ROK in Q1 2021 and held it in 13 quarters. The position peaked at $3.29K in Q2 2023. 907 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Atwood & Palmer reported no remaining Rockwell Automation position as of Q2 2026 after selling out during the quarter.
  • Atwood & Palmer sold 2 Rockwell Automation shares in Q2 2026, an estimated $718.
  • Atwood & Palmer first reported a position in Rockwell Automation in Q1 2021 and held it in 13 quarters.
  • Atwood & Palmer's Rockwell Automation position peaked at $3.29K in Q2 2023.
  • 907 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.