Boyd Watterson Asset Management’s Rockwell Automation ROK Stock Holding History

Boyd Watterson Asset Management’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	$9.9K	Hold	20	–	–	﹤0.01%	284
2026 Q1	$7.18K	Hold	20	–	–	﹤0.01%	295
2025 Q4	$7.78K	Hold	20	–	–	﹤0.01%	297
2025 Q3	$6.99K	Hold	20	–	–	﹤0.01%	309
2025 Q2	$6.64K	Hold	20	–	–	﹤0.01%	314
2025 Q1	$5.17K	Hold	20	–	–	﹤0.01%	333
2024 Q4	$5.72K	Hold	20	–	–	﹤0.01%	338
2024 Q3	$5.37K	Hold	20	–	–	﹤0.01%	340
2024 Q2	$5.51K	Hold	20	–	–	﹤0.01%	336
2024 Q1	$5.83K	Hold	20	–	–	﹤0.01%	336
2023 Q4	$6.21K	Hold	20	–	–	﹤0.01%	326
2023 Q3	$5.72K	Hold	20	–	–	﹤0.01%	327
2023 Q2	$6.59K	Hold	20	–	–	﹤0.01%	321
2023 Q1	$5.87K	Hold	20	–	–	﹤0.01%	328
2022 Q4	$5.15K	Buy	+20	New	+$5.02K	﹤0.01%	332

Other funds holding ROK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boyd Watterson Asset Management's ROK Position: Q2 2026 in Review

Boyd Watterson Asset Management held its Rockwell Automation (ROK) position steady in Q2 2026 at 20 shares worth $9.9K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

Boyd Watterson Asset Management first reported a position in ROK in Q4 2022 and has held it in 15 quarters since. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Boyd Watterson Asset Management held 20 shares of Rockwell Automation worth $9.9K as of Q2 2026.
Boyd Watterson Asset Management left its Rockwell Automation share count unchanged in Q2 2026.
Rockwell Automation made up ﹤0.01% of Boyd Watterson Asset Management's portfolio in Q2 2026, its #284 holding.
Boyd Watterson Asset Management first reported a position in Rockwell Automation in Q4 2022 and has held it in 15 quarters since.
1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.