Certified Advisory Corp’s Rockwell Automation ROK Stock Holding History

Certified Advisory Corp’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	$500K	Buy	1,010 +2	+0.2%	+$870	0.04%	227
2026 Q1	$362K	Hold	1,008	–	–	0.03%	247
2025 Q4	$392K	Hold	1,008	–	–	0.04%	234
2025 Q3	$352K	Hold	1,008	–	–	0.03%	244
2025 Q2	$335K	Hold	1,008	–	–	0.03%	241
2025 Q1	$260K	Hold	1,008	–	–	0.03%	254
2024 Q4	$288K	Sell	1,008 -4	-0.4%	-$1.13K	0.03%	250
2024 Q3	$272K	Buy	1,012 +4	+0.4%	+$1.06K	0.03%	254
2024 Q2	$277K	Hold	1,008	–	–	0.03%	245
2024 Q1	$294K	Hold	1,008	–	–	0.04%	226
2023 Q4	$313K	Hold	1,008	–	–	0.05%	214
2023 Q3	$288K	Hold	1,008	–	–	0.05%	193
2023 Q2	$332K	Hold	1,008	–	–	0.06%	179
2023 Q1	$296K	Hold	1,008	–	–	0.05%	197
2022 Q4	$260K	Hold	1,008	–	–	0.05%	198
2022 Q3	$217K	Hold	1,008	–	–	0.05%	201
2022 Q2	$201K	Hold	1,008	–	–	0.04%	200
2022 Q1	$282K	Hold	1,008	–	–	0.06%	190
2021 Q4	$352K	Hold	1,008	–	–	0.08%	180
2021 Q3	$296K	Hold	1,008	–	–	0.07%	178
2021 Q2	$288K	Buy	+1,008	New	+$272K	0.07%	181

Other funds holding ROK

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $468M AUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Certified Advisory Corp's ROK Position: Q2 2026 in Review

Certified Advisory Corp increased its Rockwell Automation (ROK) stake by 0.2% in Q2 2026, buying an estimated $870 and bringing the position to 1,010 shares worth $500K. The position accounts for 0.04% of the portfolio, ranked #227.

Certified Advisory Corp first reported a position in ROK in Q2 2021 and has held it in 21 quarters since. 458 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Certified Advisory Corp held 1,010 shares of Rockwell Automation worth $500K as of Q2 2026.
Certified Advisory Corp bought 2 Rockwell Automation shares in Q2 2026, an estimated $870.
Rockwell Automation made up 0.04% of Certified Advisory Corp's portfolio in Q2 2026, its #227 holding.
Certified Advisory Corp first reported a position in Rockwell Automation in Q2 2021 and has held it in 21 quarters since.
458 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.