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Investors Research Corp’s Rockwell Automation ROK Stock Holding History

Investors Research Corp’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 		$4.79K Hold
11
– – ﹤0.01% 612
2026
Q2 		$5.45K Hold
11
– – ﹤0.01% 600
2026
Q1 		$3.95K Buy
+11
New +$4.34K ﹤0.01% 638
2025
Q2 		– Sell
-63
Closed -$16.3K – 967
2025
Q1 		$16.3K Buy
63
+44
+232% +$12.2K ﹤0.01% 622
2024
Q4 		$5.43K Hold
19
– – ﹤0.01% 744
2024
Q3 		$5.1K Hold
19
– – ﹤0.01% 775
2024
Q2 		$5.23K Hold
19
– – ﹤0.01% 815
2024
Q1 		$5.54K Hold
19
– – ﹤0.01% 792
2023
Q4 		$5.9K Hold
19
– – ﹤0.01% 804
2023
Q3 		$5.43K Buy
19
+4
+27% +$1.24K ﹤0.01% 820
2023
Q2 		$4.94K Hold
15
– – ﹤0.01% 857
2023
Q1 		$4.4K Hold
15
– – ﹤0.01% 889
2022
Q4 		$3.86K Hold
15
– – ﹤0.01% 910
2022
Q3 		$3K Hold
15
– – ﹤0.01% 939
2022
Q2 		$3K Hold
15
– – ﹤0.01% 947
2022
Q1 		$4K Buy
+15
New +$4.31K ﹤0.01% 872

Other funds holding ROK

DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Investors Research Corp's ROK Position: Q3 2026 in Review

Investors Research Corp held its Rockwell Automation (ROK) position steady in Q3 2026 at 11 shares worth $4.79K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Investors Research Corp first reported a position in ROK in Q1 2022 and has held it in 16 quarters since. The position peaked at $16.3K in Q1 2025. 65 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

  • Investors Research Corp held 11 shares of Rockwell Automation worth $4.79K as of Q3 2026.
  • Investors Research Corp left its Rockwell Automation share count unchanged in Q3 2026.
  • Rockwell Automation made up ﹤0.01% of Investors Research Corp's portfolio in Q3 2026, its #612 holding.
  • Investors Research Corp first reported a position in Rockwell Automation in Q1 2022 and has held it in 16 quarters since.
  • Investors Research Corp's Rockwell Automation position peaked at $16.3K in Q1 2025.
  • 65 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.