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Timothy G. Youngquist 2020 Irrevocable Trust’s Rockwell Automation ROK Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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 		– Sell
-39
Closed -$14K – 407
2026
Q1 		$14K Buy
+39
New +$15.4K 0.01% 351

Other funds holding ROK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's ROK Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Rockwell Automation (ROK) in Q2 2026, closing a stake of 39 shares — an estimated $14K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in ROK in Q1 2026 and held it in 1 quarter. The position peaked at $14K in Q1 2026. 907 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Rockwell Automation position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 39 Rockwell Automation shares in Q2 2026, an estimated $14K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Rockwell Automation in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Rockwell Automation position peaked at $14K in Q1 2026.
  • 907 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.