Cornerstone Planning Group’s Rockwell Automation ROK Stock Holding History

Cornerstone Planning Group’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	$8.26K	Buy	18 +6	+50%	+$2.61K	﹤0.01%	949
2026 Q1	$4.8K	Sell	12 -10	-45%	-$3.95K	﹤0.01%	1094
2025 Q4	$9.13K	Sell	22 -4	-15%	-$1.5K	﹤0.01%	823
2025 Q3	$1.02K	Buy	26 +17	+189%	+$5.87K	﹤0.01%	1302
2025 Q2	$3.11K	Hold	9	–	–	﹤0.01%	839
2025 Q1	$2.16K	Buy	9 +5	+125%	+$1.39K	﹤0.01%	965
2024 Q4	$1.14K	Hold	4	–	–	﹤0.01%	931
2024 Q3	$1.07K	Buy	4 +3	+300%	+$796	﹤0.01%	923
2024 Q2	$249	Buy	+1	New	+$270	﹤0.01%	1169

Other funds holding ROK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Cornerstone Planning Group's ROK Position: Q2 2026 in Review

Cornerstone Planning Group increased its Rockwell Automation (ROK) stake by 50% in Q2 2026, buying an estimated $2.61K and bringing the position to 18 shares worth $8.26K. The position accounts for ﹤0.01% of the portfolio, ranked #949.

Cornerstone Planning Group first reported a position in ROK in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.13K in Q4 2025. 988 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Cornerstone Planning Group held 18 shares of Rockwell Automation worth $8.26K as of Q2 2026.
Cornerstone Planning Group bought 6 Rockwell Automation shares in Q2 2026, an estimated $2.61K.
Rockwell Automation made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #949 holding.
Cornerstone Planning Group first reported a position in Rockwell Automation in Q2 2024 and has held it in 9 quarters since.
Cornerstone Planning Group's Rockwell Automation position peaked at $9.13K in Q4 2025.
988 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.