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Global Trust Wealth Management’s Rockwell Automation ROK Stock Holding History

Global Trust 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 		– Sell
-625
Closed -$224K – 85
2026
Q1 		$224K Sell
625
-50
-7% -$19.7K 0.17% 75
2025
Q4 		$263K Buy
+675
New +$254K 0.19% 71

Other funds holding ROK

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
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
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Global Trust Wealth Management's ROK Position: Q2 2026 in Review

Global Trust Wealth Management sold out of Rockwell Automation (ROK) in Q2 2026, closing a stake of 625 shares — an estimated $224K sold.

Global Trust Wealth Management first reported a position in ROK in Q4 2025 and held it in 2 quarters. The position peaked at $263K in Q4 2025. 841 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Global Trust Wealth Management reported no remaining Rockwell Automation position as of Q2 2026 after selling out during the quarter.
  • Global Trust Wealth Management sold 625 Rockwell Automation shares in Q2 2026, an estimated $224K.
  • Global Trust Wealth Management first reported a position in Rockwell Automation in Q4 2025 and held it in 2 quarters.
  • Global Trust Wealth Management's Rockwell Automation position peaked at $263K in Q4 2025.
  • 841 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Global Trust Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.