Fifth Third Wealth Advisors
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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
Q3 		$632K Buy
1,451
+85
+6% +$37.8K 0.02% 445
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 $83.2B AUM 35.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
Diversified Management
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Fifth Third Wealth Advisors's ROK Position: Q3 2026 in Review

Fifth Third Wealth Advisors increased its Rockwell Automation (ROK) stake by 6.2% in Q3 2026, buying an estimated $37.8K and bringing the position to 1,451 shares worth $632K. The position accounts for 0.02% of the portfolio, ranked #445.

Fifth Third Wealth Advisors first reported a position in ROK in Q2 2024 and has held it in 10 quarters since. The position peaked at $676K in Q2 2026. 427 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

  • Fifth Third Wealth Advisors held 1,451 shares of Rockwell Automation worth $632K as of Q3 2026.
  • Fifth Third Wealth Advisors bought 85 Rockwell Automation shares in Q3 2026, an estimated $37.8K.
  • Rockwell Automation made up 0.02% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #445 holding.
  • Fifth Third Wealth Advisors first reported a position in Rockwell Automation in Q2 2024 and has held it in 10 quarters since.
  • Fifth Third Wealth Advisors's Rockwell Automation position peaked at $676K in Q2 2026.
  • 427 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.