Marathon Strategic Advisors’s Rockwell Automation ROK Stock Holding History

Marathon Strategic Advisors’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	$606K	Hold	1,225	–	–	0.34%	30
2026 Q1	$440K	Hold	1,225	–	–	0.32%	34
2025 Q4	$477K	Sell	1,225 -275	-18%	-$103K	0.36%	33
2025 Q3	$524K	Hold	1,500	–	–	0.42%	33
2025 Q2	$498K	Hold	1,500	–	–	0.46%	28
2025 Q1	$388K	Hold	1,500	–	–	0.42%	28
2024 Q4	$429K	Buy	+1,500	New	+$422K	0.46%	27
2024 Q1	–	Sell	-650	Closed	-$202K	–	32
2023 Q4	$202K	Buy	+650	New	+$182K	0.27%	30

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

Marathon Strategic Advisors's ROK Position: Q2 2026 in Review

Marathon Strategic Advisors held its Rockwell Automation (ROK) position steady in Q2 2026 at 1,225 shares worth $606K. The position accounts for 0.34% of the portfolio, ranked #30.

Marathon Strategic Advisors first reported a position in ROK in Q4 2023 and has held it in 8 quarters since. 378 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Marathon Strategic Advisors held 1,225 shares of Rockwell Automation worth $606K as of Q2 2026.
Marathon Strategic Advisors left its Rockwell Automation share count unchanged in Q2 2026.
Rockwell Automation made up 0.34% of Marathon Strategic Advisors's portfolio in Q2 2026, its #30 holding.
Marathon Strategic Advisors first reported a position in Rockwell Automation in Q4 2023 and has held it in 8 quarters since.
378 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Marathon Strategic Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.