Contravisory Investment Management’s Rockwell Automation ROK Stock Holding History

Contravisory Investment Management’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	$8.99M	Buy	18,152 +17,960	+9,354%	+$7.81M	1.59%	28
2026 Q1	$68.9K	Sell	192 -15	-7%	-$5.92K	0.01%	259
2025 Q4	$80.5K	Buy	+207	New	+$77.8K	0.02%	256
2022 Q2	–	Sell	-21,249	Closed	-$5.95M	–	366
2022 Q1	$5.95M	Buy	21,249 +37	+0.2%	+$10.6K	1.69%	28
2021 Q4	$7.4M	Buy	21,212 +214	+1%	+$70.9K	2%	16
2021 Q3	$6.17M	Sell	20,998 -680	-3%	-$209K	1.88%	19
2021 Q2	$6.2M	Sell	21,678 -118	-0.5%	-$31.8K	1.83%	21
2021 Q1	$5.79M	Sell	21,796 -639	-3%	-$163K	1.81%	25
2020 Q4	$5.63M	Buy	22,435 +20,807	+1,278%	+$5.09M	1.75%	28
2020 Q3	$359K	Hold	1,628	–	–	0.12%	86
2020 Q2	$348K	Buy	+1,628	New	+$315K	0.13%	84

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

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Contravisory Investment Management's ROK Position: Q2 2026 in Review

Contravisory Investment Management increased its Rockwell Automation (ROK) stake by 9,354% in Q2 2026, buying an estimated $7.81M and bringing the position to 18,152 shares worth $8.99M. The position accounts for 1.59% of the portfolio, ranked #28.

Contravisory Investment Management first reported a position in ROK in Q2 2020 and has held it in 11 quarters since. 363 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Contravisory Investment Management held 18,152 shares of Rockwell Automation worth $8.99M as of Q2 2026.
Contravisory Investment Management bought 17,960 Rockwell Automation shares in Q2 2026, an estimated $7.81M.
Rockwell Automation made up 1.59% of Contravisory Investment Management's portfolio in Q2 2026, its #28 holding.
Contravisory Investment Management first reported a position in Rockwell Automation in Q2 2020 and has held it in 11 quarters since.
363 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.