EWM
ROK icon

Empirical Wealth Management’s Rockwell Automation ROK Stock Holding History

Empirical Wealth Management’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 		$1.94M Buy
3,926
+747
+23% +$325K 0.03% 275
2026
Q1 		$1.14M Buy
3,179
+144
+5% +$56.8K 0.02% 324
2025
Q4 		$1.18M Buy
3,035
+1,248
+70% +$469K 0.02% 311
2025
Q3 		$625K Buy
1,787
+458
+34% +$158K 0.01% 414
2025
Q2 		$442K Sell
1,329
-37
-3% -$10.5K 0.01% 441
2025
Q1 		$353K Sell
1,366
-4,751
-78% -$1.32M 0.01% 477
2024
Q4 		$1.75M Buy
6,117
+1,238
+25% +$348K 0.05% 212
2024
Q3 		$1.31M Buy
4,879
+3,497
+253% +$928K 0.04% 241
2024
Q2 		$381K Sell
1,382
-885
-39% -$239K 0.01% 407
2024
Q1 		$660K Sell
2,267
-202
-8% -$58.2K 0.02% 300
2023
Q4 		$766K Buy
2,469
+69
+3% +$19.3K 0.03% 265
2023
Q3 		$686K Sell
2,400
-185
-7% -$57.2K 0.03% 264
2023
Q2 		$852K Buy
2,585
+168
+7% +$48.5K 0.03% 246
2023
Q1 		$709K Sell
2,417
-39
-2% -$11.1K 0.03% 273
2022
Q4 		$633K Buy
2,456
+489
+25% +$123K 0.03% 273
2022
Q3 		$423K Buy
1,967
+130
+7% +$30.3K 0.02% 328
2022
Q2 		$366K Sell
1,837
-664
-27% -$150K 0.02% 349
2022
Q1 		$700K Sell
2,501
-234
-9% -$67.2K 0.03% 270
2021
Q4 		$954K Sell
2,735
-11,707
-81% -$3.88M 0.05% 232
2021
Q3 		$4.25M Buy
14,442
+11,503
+391% +$3.53M 0.24% 76
2021
Q2 		$841K Buy
2,939
+213
+8% +$57.4K 0.05% 212
2021
Q1 		$724K Buy
2,726
+374
+16% +$95.4K 0.06% 200
2020
Q4 		$590K Sell
2,352
-4,153
-64% -$1.02M 0.05% 225
2020
Q3 		$1.44M Buy
6,505
+27
+0.4% +$6.03K 0.12% 113
2020
Q2 		$1.38M Sell
6,478
-1,509
-19% -$292K 0.13% 107
2020
Q1 		$1.21M Sell
7,987
-37
-0.5% -$6.86K 0.13% 104
2019
Q4 		$1.63M Buy
8,024
+121
+2% +$22.4K 0.18% 86
2019
Q3 		$1.3M Buy
7,903
+95
+1% +$15K 0.16% 97
2019
Q2 		$1.28M Sell
7,808
-2,217
-22% -$375K 0.17% 90
2019
Q1 		$1.76M Buy
10,025
+2,257
+29% +$384K 0.26% 56
2018
Q4 		$1.17M Buy
+7,768
New +$1.3M 0.2% 68

Other funds holding ROK

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
WPC
Waters Parkerson & Co New Orleans, Louisiana $2.03B AUM 17.65% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Empirical Wealth Management's ROK Position: Q2 2026 in Review

Empirical Wealth Management increased its Rockwell Automation (ROK) stake by 23% in Q2 2026, buying an estimated $325K and bringing the position to 3,926 shares worth $1.94M. The position accounts for 0.03% of the portfolio, ranked #275.

Empirical Wealth Management first reported a position in ROK in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.25M in Q3 2021. 658 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Empirical Wealth Management held 3,926 shares of Rockwell Automation worth $1.94M as of Q2 2026.
  • Empirical Wealth Management bought 747 Rockwell Automation shares in Q2 2026, an estimated $325K.
  • Rockwell Automation made up 0.03% of Empirical Wealth Management's portfolio in Q2 2026, its #275 holding.
  • Empirical Wealth Management first reported a position in Rockwell Automation in Q4 2018 and has held it in 31 quarters since.
  • Empirical Wealth Management's Rockwell Automation position peaked at $4.25M in Q3 2021.
  • 658 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.