Jackson Grant Investment Advisers’s Rockwell Automation ROK Stock Holding History

Jackson Grant Investment Advisers’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	$5.94K	Hold	12	–	–	﹤0.01%	347
2026 Q1	$4.31K	Hold	12	–	–	﹤0.01%	355
2025 Q4	$4.67K	Hold	12	–	–	﹤0.01%	353
2025 Q3	$4.19K	Hold	12	–	–	﹤0.01%	363
2025 Q2	$3.99K	Hold	12	–	–	﹤0.01%	339
2025 Q1	$3.1K	Hold	12	–	–	﹤0.01%	343
2024 Q4	$3.43K	Hold	12	–	–	﹤0.01%	345
2024 Q3	$3.22K	Hold	12	–	–	﹤0.01%	348
2024 Q2	$3.3K	Hold	12	–	–	﹤0.01%	342
2024 Q1	$3.5K	Hold	12	–	–	﹤0.01%	324
2023 Q4	$3.73K	Hold	12	–	–	﹤0.01%	313
2023 Q3	$3.43K	Hold	12	–	–	﹤0.01%	313
2023 Q2	$3.95K	Hold	12	–	–	﹤0.01%	314
2023 Q1	$3.52K	Buy	+12	New	+$3.41K	﹤0.01%	349

Other funds holding ROK

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

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

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Jackson Grant Investment Advisers's ROK Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Rockwell Automation (ROK) position steady in Q2 2026 at 12 shares worth $5.94K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Jackson Grant Investment Advisers first reported a position in ROK in Q1 2023 and has held it in 14 quarters since. 657 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Jackson Grant Investment Advisers held 12 shares of Rockwell Automation worth $5.94K as of Q2 2026.
Jackson Grant Investment Advisers left its Rockwell Automation share count unchanged in Q2 2026.
Rockwell Automation made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #347 holding.
Jackson Grant Investment Advisers first reported a position in Rockwell Automation in Q1 2023 and has held it in 14 quarters since.
657 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.