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McGuire Investment Group’s Rockwell Automation ROK Stock Holding History

McGuire Investment Group’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 		$7.85M Buy
15,855
+59
+0.4% +$25.7K 0.69% 41
2026
Q1 		$5.67M Sell
15,796
-72
-0.5% -$28.4K 0.64% 44
2025
Q4 		$6.17M Buy
15,868
+132
+0.8% +$49.6K 0.66% 47
2025
Q3 		$5.5M Sell
15,736
-128
-0.8% -$44.2K 0.62% 48
2025
Q2 		$5.27M Buy
15,864
+57
+0.4% +$16.2K 0.67% 48
2025
Q1 		$4.08M Sell
15,807
-64
-0.4% -$17.8K 0.61% 48
2024
Q4 		$4.54M Sell
15,871
-65
-0.4% -$18.3K 0.65% 44
2024
Q3 		$4.28M Sell
15,936
-296
-2% -$78.6K 0.6% 45
2024
Q2 		$4.47M Buy
16,232
+75
+0.5% +$20.2K 0.64% 43
2024
Q1 		$4.71M Sell
16,157
-298
-2% -$85.8K 0.69% 43
2023
Q4 		$5.11M Buy
16,455
+8,484
+106% +$2.38M 0.85% 37
2023
Q3 		$2.28M Buy
+7,971
New +$2.46M 0.44% 51

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

McGuire Investment Group's ROK Position: Q2 2026 in Review

McGuire Investment Group increased its Rockwell Automation (ROK) stake by 0.37% in Q2 2026, buying an estimated $25.7K and bringing the position to 15,855 shares worth $7.85M. The position accounts for 0.69% of the portfolio, ranked #41.

McGuire Investment Group first reported a position in ROK in Q3 2023 and has held it in 12 quarters since. 853 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • McGuire Investment Group held 15,855 shares of Rockwell Automation worth $7.85M as of Q2 2026.
  • McGuire Investment Group bought 59 Rockwell Automation shares in Q2 2026, an estimated $25.7K.
  • Rockwell Automation made up 0.69% of McGuire Investment Group's portfolio in Q2 2026, its #41 holding.
  • McGuire Investment Group first reported a position in Rockwell Automation in Q3 2023 and has held it in 12 quarters since.
  • 853 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on McGuire Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.