Csenge Advisory Group
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Csenge Advisory Group’s Rockwell Automation ROK Stock Holding History

Csenge Advisory 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
Q3 		$230K Buy
+528
New +$235K 0.01% 674
2022
Q1 		– Sell
-1,632
Closed -$466K – 696
2021
Q4 		$466K Hold
1,632
– – 0.04% 359
2021
Q3 		$481K Hold
1,632
– – 0.04% 376
2021
Q2 		$466K Sell
1,632
-2
-0.1% -$539 0.04% 360
2021
Q1 		$432K Buy
1,634
+3
+0.2% +$765 0.04% 314
2020
Q4 		$409K Buy
1,631
+2
+0.1% +$489 0.05% 269
2020
Q3 		$379K Buy
1,629
+3
+0.2% +$670 0.05% 251
2020
Q2 		$346K Sell
1,626
-156
-9% -$30.2K 0.05% 256
2020
Q1 		$269K Sell
1,782
-1,108
-38% -$205K 0.07% 232
2019
Q4 		$586K Buy
2,890
+1,085
+60% +$201K 0.15% 139
2019
Q3 		$298K Buy
1,805
+92
+5% +$14.5K 0.08% 207
2019
Q2 		$280K Buy
1,713
+74
+5% +$12.5K 0.1% 153
2019
Q1 		$287K Buy
1,639
+5
+0.3% +$850 0.1% 152
2018
Q4 		$245K Buy
1,634
+1,591
+3,700% +$265K 0.09% 154
2018
Q3 		$7K Sell
43
-1,589
-97% -$284K ﹤0.01% 567
2018
Q2 		$271K Sell
1,632
-2
-0.1% -$348 0.1% 193
2018
Q1 		$285K Sell
1,634
-254
-13% -$48.2K 0.1% 204
2017
Q4 		$371K Hold
1,888
– – 0.13% 145
2017
Q3 		$336K Buy
+1,888
New +$314K 0.13% 146

Other funds holding ROK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Csenge Advisory Group's ROK Position: Q3 2026 in Review

Csenge Advisory Group opened a new position in Rockwell Automation (ROK) in Q3 2026: 528 shares worth $230K. The stake represents 0.01% of the portfolio and ranks #674 among its holdings. This is a return to the name: Csenge Advisory Group previously reported a position in ROK as recently as Q4 2021.

Csenge Advisory Group first reported a position in ROK in Q3 2017 and has held it in 19 quarters since. The position peaked at $586K in Q4 2019. 833 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

  • Csenge Advisory Group held 528 shares of Rockwell Automation worth $230K as of Q3 2026.
  • Rockwell Automation was a new Csenge Advisory Group position in Q3 2026.
  • Rockwell Automation made up 0.01% of Csenge Advisory Group's portfolio in Q3 2026, its #674 holding.
  • Csenge Advisory Group first reported a position in Rockwell Automation in Q3 2017 and has held it in 19 quarters since.
  • Csenge Advisory Group's Rockwell Automation position peaked at $586K in Q4 2019.
  • 833 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on Csenge Advisory Group's 13F filing for Q3 2026, filed 4 Nov 2026.