Cambridge Investment Research Advisors’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.28M | Buy |
12,678
+691
| +6% | +$301K | 0.01% | 898 |
|
|
2026
Q1 | $4.3M | Sell |
11,987
-1,519
| -11% | -$599K | 0.01% | 1055 |
|
|
2025
Q4 | $5.25M | Buy |
13,506
+1,340
| +11% | +$504K | 0.01% | 903 |
|
|
2025
Q3 | $4.25M | Sell |
12,166
-794
| -6% | -$274K | 0.01% | 1004 |
|
|
2025
Q2 | $4.3M | Buy |
12,960
+1,429
| +12% | +$407K | 0.01% | 938 |
|
|
2025
Q1 | $2.98M | Sell |
11,531
-712
| -6% | -$198K | 0.01% | 1102 |
|
|
2024
Q4 | $3.5M | Buy |
12,243
+445
| +4% | +$125K | 0.01% | 997 |
|
|
2024
Q3 | $3.17M | Buy |
11,798
+326
| +3% | +$86.5K | 0.01% | 1053 |
|
|
2024
Q2 | $3.16M | Sell |
11,472
-5,418
| -32% | -$1.46M | 0.01% | 1002 |
|
|
2024
Q1 | $4.92M | Sell |
16,890
-273
| -2% | -$78.6K | 0.02% | 754 |
|
|
2023
Q4 | $5.33M | Sell |
17,163
-6,073
| -26% | -$1.7M | 0.02% | 671 |
|
|
2023
Q3 | $6.64M | Buy |
23,236
+1,864
| +9% | +$576K | 0.03% | 530 |
|
|
2023
Q2 | $7.04M | Buy |
21,372
+4,225
| +25% | +$1.22M | 0.03% | 502 |
|
|
2023
Q1 | $5.03M | Sell |
17,147
-838
| -5% | -$238K | 0.02% | 622 |
|
|
2022
Q4 | $4.63M | Buy |
17,985
+809
| +5% | +$203K | 0.02% | 636 |
|
|
2022
Q3 | $3.69M | Sell |
17,176
-237
| -1% | -$55.3K | 0.02% | 702 |
|
|
2022
Q2 | $3.47M | Buy |
17,413
+732
| +4% | +$165K | 0.02% | 768 |
|
|
2022
Q1 | $4.67M | Sell |
16,681
-6,012
| -26% | -$1.73M | 0.02% | 666 |
|
|
2021
Q4 | $7.92M | Sell |
22,693
-547
| -2% | -$181K | 0.04% | 462 |
|
|
2021
Q3 | $6.83M | Buy |
23,240
+6,325
| +37% | +$1.94M | 0.03% | 484 |
|
|
2021
Q2 | $4.84M | Sell |
16,915
-70
| -0.4% | -$18.9K | 0.02% | 633 |
|
|
2021
Q1 | $4.51M | Buy |
16,985
+3,775
| +29% | +$963K | 0.02% | 602 |
|
|
2020
Q4 | $3.31M | Sell |
13,210
-412
| -3% | -$101K | 0.02% | 672 |
|
|
2020
Q3 | $3.01M | Buy |
13,622
+830
| +6% | +$185K | 0.02% | 618 |
|
|
2020
Q2 | $2.73M | Buy |
12,792
+1,130
| +10% | +$219K | 0.02% | 648 |
|
|
2020
Q1 | $1.76M | Sell |
11,662
-1,613
| -12% | -$299K | 0.02% | 724 |
|
|
2019
Q4 | $2.69M | Buy |
13,275
+1,574
| +13% | +$292K | 0.02% | 663 |
|
|
2019
Q3 | $1.93M | Buy |
11,701
+130
| +1% | +$20.5K | 0.02% | 767 |
|
|
2019
Q2 | $1.9M | Buy |
11,571
+172
| +2% | +$29.1K | 0.02% | 736 |
|
|
2019
Q1 | $2M | Sell |
11,399
-7
| -0.1% | -$1.19K | 0.02% | 715 |
|
|
2018
Q4 | $1.72M | Buy |
11,406
+1,072
| +10% | +$179K | 0.02% | 689 |
|
|
2018
Q3 | $1.94M | Buy |
10,334
+770
| +8% | +$138K | 0.02% | 701 |
|
|
2018
Q2 | $1.59M | Buy |
9,564
+65
| +0.7% | +$11.3K | 0.02% | 738 |
|
|
2018
Q1 | $1.66M | Buy |
9,499
+2,154
| +29% | +$409K | 0.02% | 689 |
|
|
2017
Q4 | $1.44M | Buy |
7,345
+625
| +9% | +$119K | 0.02% | 722 |
|
|
2017
Q3 | $1.2M | Buy |
6,720
+69
| +1% | +$11.5K | 0.02% | 763 |
|
|
2017
Q2 | $1.08M | Sell |
6,651
-191
| -3% | -$30.1K | 0.02% | 775 |
|
|
2017
Q1 | $1.06M | Sell |
6,842
-109
| -2% | -$16.3K | 0.02% | 699 |
|
|
2016
Q4 | $934K | Sell |
6,951
-418
| -6% | -$53.4K | 0.02% | 713 |
|
|
2016
Q3 | $902K | Sell |
7,369
-156
| -2% | -$18.2K | 0.02% | 733 |
|
|
2016
Q2 | $864K | Buy |
7,525
+410
| +6% | +$47K | 0.02% | 680 |
|
|
2016
Q1 | $809K | Buy |
7,115
+152
| +2% | +$15.4K | 0.02% | 664 |
|
|
2015
Q4 | $714K | Buy |
6,963
+653
| +10% | +$68.5K | 0.02% | 688 |
|
|
2015
Q3 | $640K | Buy |
6,310
+1,089
| +21% | +$123K | 0.02% | 649 |
|
|
2015
Q2 | $651K | Buy |
5,221
+54
| +1% | +$6.5K | 0.02% | 683 |
|
|
2015
Q1 | $599K | Sell |
5,167
-281
| -5% | -$31.6K | 0.02% | 708 |
|
|
2014
Q4 | $606K | Buy |
5,448
+635
| +13% | +$69.7K | 0.02% | 682 |
|
|
2014
Q3 | $529K | Buy |
4,813
+1,493
| +45% | +$175K | 0.02% | 801 |
|
|
2014
Q2 | $416K | Buy |
3,320
+425
| +15% | +$52.3K | 0.01% | 840 |
|
|
2014
Q1 | $361K | Sell |
2,895
-243
| -8% | -$28.8K | 0.01% | 864 |
|
|
2013
Q4 | $371K | Buy |
3,138
+411
| +15% | +$45.7K | 0.02% | 786 |
|
|
2013
Q3 | $292K | Sell |
2,727
-1,284
| -32% | -$125K | 0.01% | 849 |
|
|
2013
Q2 | $333K | Buy |
+4,011
| New | +$346K | 0.02% | 713 |
|
Other funds holding ROK
Cambridge Investment Research Advisors's ROK Position: Q2 2026 in Review
Cambridge Investment Research Advisors increased its Rockwell Automation (ROK) stake by 5.8% in Q2 2026, buying an estimated $301K and bringing the position to 12,678 shares worth $6.28M. The position accounts for 0.01% of the portfolio, ranked #898.
Cambridge Investment Research Advisors first reported a position in ROK in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.92M in Q4 2021. 1,526 funds tracked by Wall St. Rank hold ROK as of Q2 2026.
- Cambridge Investment Research Advisors held 12,678 shares of Rockwell Automation worth $6.28M as of Q2 2026.
- Cambridge Investment Research Advisors bought 691 Rockwell Automation shares in Q2 2026, an estimated $301K.
- Rockwell Automation made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #898 holding.
- Cambridge Investment Research Advisors first reported a position in Rockwell Automation in Q2 2013 and has held it in 53 quarters since.
- Cambridge Investment Research Advisors's Rockwell Automation position peaked at $7.92M in Q4 2021.
- 1,526 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.
Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.