Greenwood Gearhart’s Rockwell Automation ROK Stock Holding History

Greenwood Gearhart’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	$303K	Buy	613 +13	+2%	+$5.66K	0.01%	134
2026 Q1	$215K	Hold	600	–	–	0.01%	128
2025 Q4	$233K	Hold	600	–	–	0.01%	100
2025 Q3	$210K	Buy	+600	New	+$207K	0.01%	101
2024 Q1	–	Sell	-600	Closed	-$186K	–	240
2023 Q4	$186K	Buy	+600	New	+$168K	0.02%	97
2022 Q1	–	Sell	-693	Closed	-$242K	–	105
2021 Q4	$242K	Hold	693	–	–	0.03%	92
2021 Q3	$204K	Buy	+693	New	+$213K	0.03%	87

Other funds holding ROK

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

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

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Greenwood Gearhart's ROK Position: Q2 2026 in Review

Greenwood Gearhart increased its Rockwell Automation (ROK) stake by 2.2% in Q2 2026, buying an estimated $5.66K and bringing the position to 613 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #134.

Greenwood Gearhart first reported a position in ROK in Q3 2021 and has held it in 7 quarters since. 658 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Greenwood Gearhart held 613 shares of Rockwell Automation worth $303K as of Q2 2026.
Greenwood Gearhart bought 13 Rockwell Automation shares in Q2 2026, an estimated $5.66K.
Rockwell Automation made up 0.01% of Greenwood Gearhart's portfolio in Q2 2026, its #134 holding.
Greenwood Gearhart first reported a position in Rockwell Automation in Q3 2021 and has held it in 7 quarters since.
658 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Greenwood Gearhart's 13F filing for Q2 2026, filed 24 Jul 2026.