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Hudson Valley Investment Advisors’s Rockwell Automation ROK Stock Holding History

Hudson Valley Investment Advisors’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 		$2.91M Sell
5,870
-913
-13% -$397K 0.35% 68
2026
Q1 		$2.43M Sell
6,783
-1,195
-15% -$472K 0.32% 76
2025
Q4 		$3.1M Sell
7,978
-1,149
-13% -$432K 0.34% 73
2025
Q3 		$3.19M Sell
9,127
-182
-2% -$62.9K 0.33% 77
2025
Q2 		$3.09M Buy
+9,309
New +$2.65M 0.34% 76

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

Hudson Valley Investment Advisors's ROK Position: Q2 2026 in Review

Hudson Valley Investment Advisors reduced its Rockwell Automation (ROK) stake by 13% in Q2 2026, selling an estimated $397K and leaving 5,870 shares worth $2.91M. The position accounts for 0.35% of the portfolio, ranked #68.

Hudson Valley Investment Advisors first reported a position in ROK in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.19M in Q3 2025. 657 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Hudson Valley Investment Advisors held 5,870 shares of Rockwell Automation worth $2.91M as of Q2 2026.
  • Hudson Valley Investment Advisors sold 913 Rockwell Automation shares in Q2 2026, an estimated $397K.
  • Rockwell Automation made up 0.35% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #68 holding.
  • Hudson Valley Investment Advisors first reported a position in Rockwell Automation in Q2 2025 and has held it in 5 quarters since.
  • Hudson Valley Investment Advisors's Rockwell Automation position peaked at $3.19M in Q3 2025.
  • 657 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.