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Certuity’s Rockwell Automation ROK Stock Holding History

Certuity’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 		$455K Buy
920
+73
+9% +$31.8K 0.02% 378
2026
Q1 		$304K Buy
+847
New +$334K 0.02% 453

Other funds holding ROK

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
QP
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
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM

Certuity's ROK Position: Q2 2026 in Review

Certuity increased its Rockwell Automation (ROK) stake by 8.6% in Q2 2026, buying an estimated $31.8K and bringing the position to 920 shares worth $455K. The position accounts for 0.02% of the portfolio, ranked #378.

Certuity first reported a position in ROK in Q1 2026 and has held it in 2 quarters since. 586 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Certuity held 920 shares of Rockwell Automation worth $455K as of Q2 2026.
  • Certuity bought 73 Rockwell Automation shares in Q2 2026, an estimated $31.8K.
  • Rockwell Automation made up 0.02% of Certuity's portfolio in Q2 2026, its #378 holding.
  • Certuity first reported a position in Rockwell Automation in Q1 2026 and has held it in 2 quarters since.
  • 586 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.