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Cypress Advisory Group’s Rockwell Automation ROK Stock Holding History

Cypress 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
Q2 		– Sell
-1,891
Closed -$679K – 82
2026
Q1 		$679K Sell
1,891
-3,263
-63% -$1.29M 0.52% 56
2025
Q4 		$2.01M Sell
5,154
-757
-13% -$285K 1.47% 19
2025
Q3 		$2.07M Sell
5,911
-525
-8% -$181K 1.53% 18
2025
Q2 		$2.14M Buy
6,436
+1,500
+30% +$427K 1.66% 15
2025
Q1 		$1.28M Buy
4,936
+258
+6% +$71.8K 1.16% 27
2024
Q4 		$1.34M Buy
+4,678
New +$1.32M 1.23% 27

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
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Cypress Advisory Group's ROK Position: Q2 2026 in Review

Cypress Advisory Group sold out of Rockwell Automation (ROK) in Q2 2026, closing a stake of 1,891 shares — an estimated $679K sold.

Cypress Advisory Group first reported a position in ROK in Q4 2024 and held it in 6 quarters. The position peaked at $2.14M in Q2 2025. 300 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Cypress Advisory Group reported no remaining Rockwell Automation position as of Q2 2026 after selling out during the quarter.
  • Cypress Advisory Group sold 1,891 Rockwell Automation shares in Q2 2026, an estimated $679K.
  • Cypress Advisory Group first reported a position in Rockwell Automation in Q4 2024 and held it in 6 quarters.
  • Cypress Advisory Group's Rockwell Automation position peaked at $2.14M in Q2 2025.
  • 300 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Cypress Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.