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Essex Financial Services’s Rockwell Automation ROK Stock Holding History

Essex Financial Services’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 		$363K Sell
734
-191
-21% -$83.1K 0.02% 591
2026
Q1 		$332K Buy
925
+179
+24% +$70.6K 0.02% 576
2025
Q4 		$290K Sell
746
-104
-12% -$39.1K 0.02% 610
2025
Q3 		$297K Buy
850
+94
+12% +$32.5K 0.02% 581
2025
Q2 		$251K Sell
756
-112
-13% -$31.9K 0.02% 595
2025
Q1 		$224K Buy
868
+108
+14% +$30.1K 0.02% 574
2024
Q4 		$217K Buy
+760
New +$214K 0.02% 583
2017
Q3 		– Sell
-1,430
Closed -$232K – 329
2017
Q2 		$232K Buy
+1,430
New +$226K 0.05% 313

Other funds holding ROK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Essex Financial Services's ROK Position: Q2 2026 in Review

Essex Financial Services reduced its Rockwell Automation (ROK) stake by 21% in Q2 2026, selling an estimated $83.1K and leaving 734 shares worth $363K. The position accounts for 0.02% of the portfolio, ranked #591.

Essex Financial Services first reported a position in ROK in Q2 2017 and has held it in 8 quarters since. 985 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Essex Financial Services held 734 shares of Rockwell Automation worth $363K as of Q2 2026.
  • Essex Financial Services sold 191 Rockwell Automation shares in Q2 2026, an estimated $83.1K.
  • Rockwell Automation made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #591 holding.
  • Essex Financial Services first reported a position in Rockwell Automation in Q2 2017 and has held it in 8 quarters since.
  • 985 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.