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Cromwell Holdings’s Rockwell Automation ROK Stock Holding History

Cromwell Holdings’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 		$171K Buy
346
+15
+5% +$6.53K 0.08% 244
2026
Q1 		$119K Buy
331
+3
+0.9% +$1.18K 0.07% 287
2025
Q4 		$128K Hold
328
– – 0.07% 262
2025
Q3 		$115K Hold
328
– – 0.06% 293
2025
Q2 		$109K Sell
328
-1
-0.3% -$285 0.07% 287
2025
Q1 		$85K Buy
329
+6
+2% +$1.67K 0.05% 325
2024
Q4 		$92.3K Sell
323
-44
-12% -$12.4K 0.05% 306
2024
Q3 		$98.5K Buy
367
+52
+17% +$13.8K 0.06% 297
2024
Q2 		$86.7K Buy
+315
New +$85K 0.05% 313

Other funds holding ROK

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
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
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
Mirae Asset Global Investments
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
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

Cromwell Holdings's ROK Position: Q2 2026 in Review

Cromwell Holdings increased its Rockwell Automation (ROK) stake by 4.5% in Q2 2026, buying an estimated $6.53K and bringing the position to 346 shares worth $171K. The position accounts for 0.08% of the portfolio, ranked #244.

Cromwell Holdings first reported a position in ROK in Q2 2024 and has held it in 9 quarters since. 368 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Cromwell Holdings held 346 shares of Rockwell Automation worth $171K as of Q2 2026.
  • Cromwell Holdings bought 15 Rockwell Automation shares in Q2 2026, an estimated $6.53K.
  • Rockwell Automation made up 0.08% of Cromwell Holdings's portfolio in Q2 2026, its #244 holding.
  • Cromwell Holdings first reported a position in Rockwell Automation in Q2 2024 and has held it in 9 quarters since.
  • 368 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.