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Bill Few Associates’s Rockwell Automation ROK Stock Holding History

Bill Few Associates’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 		$7.01M Sell
14,168
-195
-1% -$84.8K 1.49% 14
2026
Q1 		$5.15M Buy
14,363
+174
+1% +$68.7K 1.23% 18
2025
Q4 		$5.52M Buy
14,189
+170
+1% +$63.9K 1.36% 16
2025
Q3 		$4.9M Buy
14,019
+275
+2% +$95K 1.26% 21
2025
Q2 		$4.57M Sell
13,744
-31
-0.2% -$8.83K 1.29% 21
2025
Q1 		$3.56M Sell
13,775
-88
-0.6% -$24.5K 1.27% 25
2024
Q4 		$3.96M Buy
13,863
+186
+1% +$52.3K 1.39% 19
2024
Q3 		$3.67M Sell
13,677
-270
-2% -$71.7K 1.3% 22
2024
Q2 		$3.84M Sell
13,947
-60
-0.4% -$16.2K 1.47% 17
2024
Q1 		$4.08M Buy
14,007
+121
+0.9% +$34.9K 1.66% 17
2023
Q4 		$4.31M Buy
13,886
+101
+0.7% +$28.3K 1.97% 13
2023
Q3 		$3.94M Buy
13,785
+145
+1% +$44.8K 2.06% 15
2023
Q2 		$4.49M Sell
13,640
-220
-2% -$63.5K 2.32% 11
2023
Q1 		$4.07M Sell
13,860
-3,860
-22% -$1.1M 2.26% 11
2022
Q4 		$4.56M Sell
17,720
-742
-4% -$186K 2.7% 6
2022
Q3 		$3.97M Sell
18,462
-63
-0.3% -$14.7K 2.69% 5
2022
Q2 		$3.69M Buy
18,525
+246
+1% +$55.6K 2.36% 13
2022
Q1 		$5.12M Buy
18,279
+758
+4% +$218K 2.79% 5
2021
Q4 		$6.11M Buy
+17,521
New +$5.8M 3.17% 4

Other funds holding ROK

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Bill Few Associates's ROK Position: Q2 2026 in Review

Bill Few Associates reduced its Rockwell Automation (ROK) stake by 1.4% in Q2 2026, selling an estimated $84.8K and leaving 14,168 shares worth $7.01M. The position accounts for 1.49% of the portfolio, ranked #14.

Bill Few Associates first reported a position in ROK in Q4 2021 and has held it in 19 quarters since. 228 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Bill Few Associates held 14,168 shares of Rockwell Automation worth $7.01M as of Q2 2026.
  • Bill Few Associates sold 195 Rockwell Automation shares in Q2 2026, an estimated $84.8K.
  • Rockwell Automation made up 1.49% of Bill Few Associates's portfolio in Q2 2026, its #14 holding.
  • Bill Few Associates first reported a position in Rockwell Automation in Q4 2021 and has held it in 19 quarters since.
  • 228 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Bill Few Associates's 13F filing for Q2 2026, filed 7 Jul 2026.