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Great Diamond Partners’s Rockwell Automation ROK Stock Holding History

Great Diamond Partners’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 		$448K Buy
904
+210
+30% +$91.4K 0.08% 178
2026
Q1 		$249K Buy
694
+142
+26% +$56K 0.05% 212
2025
Q4 		$215K Buy
+552
New +$207K 0.04% 219
2020
Q1 		– Sell
-254
Closed -$51K – 491
2019
Q4 		$51K Buy
+254
New +$47.1K 0.02% 297

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

Great Diamond Partners's ROK Position: Q2 2026 in Review

Great Diamond Partners increased its Rockwell Automation (ROK) stake by 30% in Q2 2026, buying an estimated $91.4K and bringing the position to 904 shares worth $448K. The position accounts for 0.08% of the portfolio, ranked #178.

Great Diamond Partners first reported a position in ROK in Q4 2019 and has held it in 4 quarters since. 658 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Great Diamond Partners held 904 shares of Rockwell Automation worth $448K as of Q2 2026.
  • Great Diamond Partners bought 210 Rockwell Automation shares in Q2 2026, an estimated $91.4K.
  • Rockwell Automation made up 0.08% of Great Diamond Partners's portfolio in Q2 2026, its #178 holding.
  • Great Diamond Partners first reported a position in Rockwell Automation in Q4 2019 and has held it in 4 quarters since.
  • 658 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.