Elo Mutual Pension Insurance’s Rockwell Automation ROK Stock Holding History

Elo Mutual Pension Insurance’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	-15,066	Closed	-$5.41M	–	700
2026 Q1	$5.41M	Buy	+15,066	New	+$5.95M	0.09%	186
2025 Q4	–	Sell	-15,037	Closed	-$5.26M	–	702
2025 Q3	$5.26M	Buy	+15,037	New	+$5.19M	0.09%	190
2025 Q2	–	Sell	-11,369	Closed	-$2.94M	–	687
2025 Q1	$2.94M	Buy	11,369 +923	+9%	+$257K	0.07%	237
2024 Q4	$2.99M	Buy	10,446 +380	+4%	+$107K	0.06%	278
2024 Q3	$2.7M	Buy	+10,066	New	+$2.67M	0.06%	278
2024 Q2	–	Sell	-10,460	Closed	-$3.05M	–	481
2024 Q1	$3.05M	Buy	10,460 +432	+4%	+$124K	0.07%	250
2023 Q4	$3.11M	Buy	+10,028	New	+$2.81M	0.08%	223

Other funds holding ROK

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Elo Mutual Pension Insurance's ROK Position: Q2 2026 in Review

Elo Mutual Pension Insurance sold out of Rockwell Automation (ROK) in Q2 2026, closing a stake of 15,066 shares — an estimated $5.41M sold.

Elo Mutual Pension Insurance first reported a position in ROK in Q4 2023 and held it in 7 quarters. The position peaked at $5.41M in Q1 2026. 1,544 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Elo Mutual Pension Insurance reported no remaining Rockwell Automation position as of Q2 2026 after selling out during the quarter.
Elo Mutual Pension Insurance sold 15,066 Rockwell Automation shares in Q2 2026, an estimated $5.41M.
Elo Mutual Pension Insurance first reported a position in Rockwell Automation in Q4 2023 and held it in 7 quarters.
Elo Mutual Pension Insurance's Rockwell Automation position peaked at $5.41M in Q1 2026.
1,544 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q2 2026, filed 13 Aug 2026.