FG
ROK icon

Foresight Group’s Rockwell Automation ROK Stock Holding History

Foresight Group’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 		$13.5M Sell
27,378
-2,995
-10% -$1.3M 2.42% 17
2026
Q1 		$10.9M Sell
30,373
-2,456
-7% -$969K 1.93% 24
2025
Q4 		$12.9M Sell
32,829
-241
-0.7% -$90.6K 1.94% 24
2025
Q3 		$11.6M Sell
33,070
-1,679
-5% -$580K 1.73% 26
2025
Q2 		$11.5M Sell
34,749
-1,012
-3% -$288K 1.64% 28
2025
Q1 		$9.24M Buy
+35,761
New +$9.95M 1.3% 32

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

Foresight Group's ROK Position: Q2 2026 in Review

Foresight Group reduced its Rockwell Automation (ROK) stake by 9.9% in Q2 2026, selling an estimated $1.3M and leaving 27,378 shares worth $13.5M. The position accounts for 2.42% of the portfolio, ranked #17.

Foresight Group first reported a position in ROK in Q1 2025 and has held it in 6 quarters since. 658 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Foresight Group held 27,378 shares of Rockwell Automation worth $13.5M as of Q2 2026.
  • Foresight Group sold 2,995 Rockwell Automation shares in Q2 2026, an estimated $1.3M.
  • Rockwell Automation made up 2.42% of Foresight Group's portfolio in Q2 2026, its #17 holding.
  • Foresight Group first reported a position in Rockwell Automation in Q1 2025 and has held it in 6 quarters since.
  • 658 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Foresight Group's 13F filing for Q2 2026, filed 27 Jul 2026.