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Fifth Third Wealth Advisors’s Rockwell Automation ROK Stock Holding History

Fifth Third Wealth Advisors’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 		$676K Hold
1,366
– – 0.02% 395
2026
Q1 		$490K Buy
1,366
+138
+11% +$54.5K 0.02% 430
2025
Q4 		$478K Sell
1,228
-19
-2% -$7.14K 0.02% 398
2025
Q3 		$436K Buy
1,247
+76
+6% +$26.2K 0.02% 426
2025
Q2 		$389K Sell
1,171
-138
-11% -$39.3K 0.02% 439
2025
Q1 		$338K Buy
1,309
+80
+7% +$22.3K 0.02% 451
2024
Q4 		$351K Buy
1,229
+76
+7% +$21.4K 0.02% 435
2024
Q3 		$310K Buy
1,153
+90
+8% +$23.9K 0.02% 454
2024
Q2 		$293K Buy
+1,063
New +$287K 0.02% 419

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

Fifth Third Wealth Advisors's ROK Position: Q2 2026 in Review

Fifth Third Wealth Advisors held its Rockwell Automation (ROK) position steady in Q2 2026 at 1,366 shares worth $676K. The position accounts for 0.02% of the portfolio, ranked #395.

Fifth Third Wealth Advisors first reported a position in ROK in Q2 2024 and has held it in 9 quarters since. 300 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Fifth Third Wealth Advisors held 1,366 shares of Rockwell Automation worth $676K as of Q2 2026.
  • Fifth Third Wealth Advisors left its Rockwell Automation share count unchanged in Q2 2026.
  • Rockwell Automation made up 0.02% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #395 holding.
  • Fifth Third Wealth Advisors first reported a position in Rockwell Automation in Q2 2024 and has held it in 9 quarters since.
  • 300 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.