IFS Advisors
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IFS Advisors’s Rockwell Automation ROK Stock Holding History

IFS 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
Q3 		$6.96K Buy
16
+11
+220% +$4.89K ﹤0.01% 337
2026
Q2 		$2.48K Hold
5
– – ﹤0.01% 180
2026
Q1 		$1.79K Buy
+5
New +$1.97K ﹤0.01% 182

Other funds holding ROK

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
Diversified Management
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

IFS Advisors's ROK Position: Q3 2026 in Review

IFS Advisors increased its Rockwell Automation (ROK) stake by 220% in Q3 2026, buying an estimated $4.89K and bringing the position to 16 shares worth $6.96K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

IFS Advisors first reported a position in ROK in Q1 2026 and has held it in 3 quarters since. 394 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

  • IFS Advisors held 16 shares of Rockwell Automation worth $6.96K as of Q3 2026.
  • IFS Advisors bought 11 Rockwell Automation shares in Q3 2026, an estimated $4.89K.
  • Rockwell Automation made up ﹤0.01% of IFS Advisors's portfolio in Q3 2026, its #337 holding.
  • IFS Advisors first reported a position in Rockwell Automation in Q1 2026 and has held it in 3 quarters since.
  • 394 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.