Cedar Mountain Advisors
ROK icon

Cedar Mountain Advisors’s Rockwell Automation ROK Stock Holding History

Cedar Mountain 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
Q3 		$451 Hold
1
– – ﹤0.01% 1039
2026
Q2 		$511 Hold
1
– – ﹤0.01% 1046
2026
Q1 		$369 Hold
1
– – ﹤0.01% 1051
2025
Q4 		$399 Hold
1
– – ﹤0.01% 631
2025
Q3 		$357 Hold
1
– – ﹤0.01% 626
2025
Q2 		$338 Hold
1
– – ﹤0.01% 342
2025
Q1 		$262 Hold
1
– – ﹤0.01% 330
2024
Q4 		$288 Hold
1
– – ﹤0.01% 355
2024
Q3 		$270 Hold
1
– – ﹤0.01% 320
2024
Q2 		$275 Hold
1
– – ﹤0.01% 321
2024
Q1 		$291 Hold
1
– – ﹤0.01% 328
2023
Q4 		$310 Hold
1
– – ﹤0.01% 308
2023
Q3 		$286 Hold
1
– – ﹤0.01% 297
2023
Q2 		$329 Buy
+1
New +$289 ﹤0.01% 284

Other funds holding ROK

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Cedar Mountain Advisors's ROK Position: Q3 2026 in Review

Cedar Mountain Advisors held its Rockwell Automation (ROK) position steady in Q3 2026 at 1 share worth $451. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

Cedar Mountain Advisors first reported a position in ROK in Q2 2023 and has held it in 14 quarters since. The position peaked at $511 in Q2 2026. 1,137 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

  • Cedar Mountain Advisors held 1 share of Rockwell Automation worth $451 as of Q3 2026.
  • Cedar Mountain Advisors left its Rockwell Automation share count unchanged in Q3 2026.
  • Rockwell Automation made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #1039 holding.
  • Cedar Mountain Advisors first reported a position in Rockwell Automation in Q2 2023 and has held it in 14 quarters since.
  • Cedar Mountain Advisors's Rockwell Automation position peaked at $511 in Q2 2026.
  • 1,137 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.