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Guardian Partners’s Rockwell Automation ROK Stock Holding History

Guardian 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 		$32.2K Buy
+65
New +$28.3K ﹤0.01% 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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM

Guardian Partners's ROK Position: Q2 2026 in Review

Guardian Partners opened a new position in Rockwell Automation (ROK) in Q2 2026: 65 shares worth $32.2K. The stake represents ﹤0.01% of the portfolio and ranks #297 among its holdings.

586 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Guardian Partners held 65 shares of Rockwell Automation worth $32.2K as of Q2 2026.
  • Rockwell Automation was a new Guardian Partners position in Q2 2026.
  • Rockwell Automation made up ﹤0.01% of Guardian Partners's portfolio in Q2 2026, its #297 holding.
  • 586 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.