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Ironwood Investment Counsel’s Rockwell Automation ROK Stock Holding History

Ironwood Investment Counsel’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 		$358K Hold
722
– – 0.05% 208
2026
Q1 		$259K Buy
722
+1
+0.1% +$395 0.04% 234
2025
Q4 		$281K Hold
721
– – 0.04% 224
2025
Q3 		$252K Hold
721
– – 0.04% 235
2025
Q2 		$240K Buy
+721
New +$205K 0.04% 227
2025
Q1 		– Sell
-714
Closed -$204K – 251
2024
Q4 		$204K Sell
714
-196
-22% -$55.1K 0.03% 241
2024
Q3 		$244K Sell
910
-200
-18% -$53.1K 0.04% 231
2024
Q2 		$306K Buy
1,110
+396
+55% +$107K 0.05% 209
2024
Q1 		$208K Hold
714
– – 0.04% 246
2023
Q4 		$222K Sell
714
-120
-14% -$33.6K 0.04% 232
2023
Q3 		$239K Hold
834
– – 0.05% 214
2023
Q2 		$275K Sell
834
-63
-7% -$18.2K 0.06% 174
2023
Q1 		$263K Buy
897
+63
+8% +$17.9K 0.06% 175
2022
Q4 		$215K Buy
+834
New +$209K 0.05% 194
2022
Q2 		– Sell
-834
Closed -$233K – 212
2022
Q1 		$233K Hold
834
– – 0.06% 184
2021
Q4 		$291K Hold
834
– – 0.07% 166
2021
Q3 		$245K Hold
834
– – 0.06% 170
2021
Q2 		$238K Sell
834
-50
-6% -$13.5K 0.06% 178
2021
Q1 		$234K Sell
884
-1
-0.1% -$255 0.07% 175
2020
Q4 		$221K Sell
885
-330
-27% -$80.7K 0.05% 196
2020
Q3 		$268K Sell
1,215
-200
-14% -$44.7K 0.07% 165
2020
Q2 		$301K Sell
1,415
-5
-0.4% -$967 0.09% 146
2020
Q1 		$214K Buy
+1,420
New +$263K 0.08% 154

Other funds holding ROK

Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ironwood Investment Counsel's ROK Position: Q2 2026 in Review

Ironwood Investment Counsel held its Rockwell Automation (ROK) position steady in Q2 2026 at 722 shares worth $358K. The position accounts for 0.05% of the portfolio, ranked #208.

Ironwood Investment Counsel first reported a position in ROK in Q1 2020 and has held it in 23 quarters since. 789 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Ironwood Investment Counsel held 722 shares of Rockwell Automation worth $358K as of Q2 2026.
  • Ironwood Investment Counsel left its Rockwell Automation share count unchanged in Q2 2026.
  • Rockwell Automation made up 0.05% of Ironwood Investment Counsel's portfolio in Q2 2026, its #208 holding.
  • Ironwood Investment Counsel first reported a position in Rockwell Automation in Q1 2020 and has held it in 23 quarters since.
  • 789 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Ironwood Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.