CMA
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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
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

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

Cedar Mountain Advisors's ROK Position: Q2 2026 in Review

Cedar Mountain Advisors held its Rockwell Automation (ROK) position steady in Q2 2026 at 1 share worth $511. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

Cedar Mountain Advisors first reported a position in ROK in Q2 2023 and has held it in 13 quarters since. 228 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Cedar Mountain Advisors held 1 share of Rockwell Automation worth $511 as of Q2 2026.
  • Cedar Mountain Advisors left its Rockwell Automation share count unchanged in Q2 2026.
  • Rockwell Automation made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #1046 holding.
  • Cedar Mountain Advisors first reported a position in Rockwell Automation in Q2 2023 and has held it in 13 quarters since.
  • 228 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.