Hager Investment Management Services’s Rockwell Automation ROK Stock Holding History

Hager Investment Management Services’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	$2.09M	Buy	4,218 +188	+5%	+$81.8K	0.96%	36
2026 Q1	$1.45M	Buy	4,030 +475	+13%	+$187K	0.79%	42
2025 Q4	$1.38M	Buy	3,555 +1,637	+85%	+$615K	0.75%	43
2025 Q3	$670K	Sell	1,918 -22	-1%	-$7.6K	0.36%	59
2025 Q2	$644K	Sell	1,940 -43	-2%	-$12.3K	0.38%	56
2025 Q1	$512K	Sell	1,983 -80	-4%	-$22.3K	0.36%	58
2024 Q4	$590K	Buy	+2,063	New	+$580K	0.37%	55

Other funds holding ROK

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $468M AUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Hager Investment Management Services's ROK Position: Q2 2026 in Review

Hager Investment Management Services increased its Rockwell Automation (ROK) stake by 4.7% in Q2 2026, buying an estimated $81.8K and bringing the position to 4,218 shares worth $2.09M. The position accounts for 0.96% of the portfolio, ranked #36.

Hager Investment Management Services first reported a position in ROK in Q4 2024 and has held it in 7 quarters since. 395 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Hager Investment Management Services held 4,218 shares of Rockwell Automation worth $2.09M as of Q2 2026.
Hager Investment Management Services bought 188 Rockwell Automation shares in Q2 2026, an estimated $81.8K.
Rockwell Automation made up 0.96% of Hager Investment Management Services's portfolio in Q2 2026, its #36 holding.
Hager Investment Management Services first reported a position in Rockwell Automation in Q4 2024 and has held it in 7 quarters since.
395 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.