Leavell Investment Management’s Rockwell Automation ROK Stock Holding History

Leavell Investment Management’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	$689K	Buy	1,392 +661	+90%	+$288K	0.03%	382
2026 Q1	$263K	Buy	731 +3	+0.4%	+$1.18K	0.01%	542
2025 Q4	$283K	Hold	728	–	–	0.01%	515
2025 Q3	$255K	Hold	728	–	–	0.01%	528
2025 Q2	$242K	Buy	+728	New	+$207K	0.01%	527
2025 Q1	–	Sell	-772	Closed	-$221K	–	565
2024 Q4	$221K	Hold	772	–	–	0.01%	511
2024 Q3	$207K	Sell	772 -350	-31%	-$92.9K	0.01%	521
2024 Q2	$309K	Sell	1,122 -1,101	-50%	-$297K	0.02%	431
2024 Q1	$648K	Buy	2,223 +728	+49%	+$210K	0.04%	316
2023 Q4	$464K	Buy	1,495 +45	+3%	+$12.6K	0.03%	339
2023 Q3	$415K	Buy	+1,450	New	+$448K	0.03%	348

Other funds holding ROK

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $468M AUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Leavell Investment Management's ROK Position: Q2 2026 in Review

Leavell Investment Management increased its Rockwell Automation (ROK) stake by 90% in Q2 2026, buying an estimated $288K and bringing the position to 1,392 shares worth $689K. The position accounts for 0.03% of the portfolio, ranked #382.

Leavell Investment Management first reported a position in ROK in Q3 2023 and has held it in 11 quarters since. 376 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Leavell Investment Management held 1,392 shares of Rockwell Automation worth $689K as of Q2 2026.
Leavell Investment Management bought 661 Rockwell Automation shares in Q2 2026, an estimated $288K.
Rockwell Automation made up 0.03% of Leavell Investment Management's portfolio in Q2 2026, its #382 holding.
Leavell Investment Management first reported a position in Rockwell Automation in Q3 2023 and has held it in 11 quarters since.
376 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.