Cahill Financial Advisors’s Rockwell Automation ROK Stock Holding History

Cahill Financial Advisors’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	$517K	Hold	1,044	–	–	0.05%	181
2026 Q1	$375K	Hold	1,044	–	–	0.04%	212
2025 Q4	$406K	Hold	1,044	–	–	0.04%	200
2025 Q3	$365K	Sell	1,044 -219	-17%	-$75.6K	0.04%	208
2025 Q2	$419K	Hold	1,263	–	–	0.05%	189
2025 Q1	$326K	Hold	1,263	–	–	0.04%	208
2024 Q4	$361K	Sell	1,263 -19	-1%	-$5.34K	0.05%	192
2024 Q3	$344K	Sell	1,282 -1	-0.1%	-$265	0.05%	196
2024 Q2	$353K	Buy	1,283 +6	+0.5%	+$1.62K	0.05%	197
2024 Q1	$372K	Buy	1,277 +538	+73%	+$155K	0.05%	195
2023 Q4	$229K	Sell	739 -161	-18%	-$45.1K	0.03%	228
2023 Q3	$257K	Sell	900 -7	-0.8%	-$2.17K	0.04%	211
2023 Q2	$299K	Buy	+907	New	+$262K	0.05%	197
2021 Q4	–	Sell	-4	Closed	-$1K	–	643
2021 Q3	$1K	Buy	+4	New	+$1.23K	﹤0.01%	835

Other funds holding ROK

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

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

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

Norges Bank Oslo, Norway $1T AUM

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Cahill Financial Advisors's ROK Position: Q2 2026 in Review

Cahill Financial Advisors held its Rockwell Automation (ROK) position steady in Q2 2026 at 1,044 shares worth $517K. The position accounts for 0.05% of the portfolio, ranked #181.

Cahill Financial Advisors first reported a position in ROK in Q3 2021 and has held it in 14 quarters since. 1,140 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Cahill Financial Advisors held 1,044 shares of Rockwell Automation worth $517K as of Q2 2026.
Cahill Financial Advisors left its Rockwell Automation share count unchanged in Q2 2026.
Rockwell Automation made up 0.05% of Cahill Financial Advisors's portfolio in Q2 2026, its #181 holding.
Cahill Financial Advisors first reported a position in Rockwell Automation in Q3 2021 and has held it in 14 quarters since.
1,140 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.