Mercer Global Advisors’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $10.9M | Buy |
21,923
+956
| +5% | +$416K | 0.01% | 544 |
|
|
2026
Q1 | $7.52M | Buy |
20,967
+1,988
| +10% | +$784K | 0.01% | 606 |
|
|
2025
Q4 | $7.09M | Buy |
18,979
+3,836
| +25% | +$1.44M | 0.01% | 597 |
|
|
2025
Q3 | $5.29M | Buy |
15,143
+2,421
| +19% | +$836K | 0.01% | 649 |
|
|
2025
Q2 | $4.23M | Sell |
12,722
-351
| -3% | -$100K | 0.01% | 614 |
|
|
2025
Q1 | $3.38M | Sell |
13,073
-281
| -2% | -$78.2K | 0.01% | 658 |
|
|
2024
Q4 | $3.82M | Sell |
13,354
-319
| -2% | -$89.7K | 0.01% | 623 |
|
|
2024
Q3 | $3.63M | Buy |
13,673
+581
| +4% | +$154K | 0.01% | 586 |
|
|
2024
Q2 | $3.6M | Buy |
13,092
+1,169
| +10% | +$315K | 0.01% | 538 |
|
|
2024
Q1 | $3.47M | Sell |
11,923
-83
| -0.7% | -$23.9K | 0.01% | 564 |
|
|
2023
Q4 | $3.73M | Buy |
12,006
+583
| +5% | +$163K | 0.01% | 545 |
|
|
2023
Q3 | $3.27M | Buy |
11,423
+97
| +0.9% | +$30K | 0.01% | 547 |
|
|
2023
Q2 | $3.73M | Sell |
11,326
-368
| -3% | -$106K | 0.01% | 527 |
|
|
2023
Q1 | $3.43M | Buy |
11,694
+463
| +4% | +$132K | 0.02% | 523 |
|
|
2022
Q4 | $2.89M | Buy |
11,231
+2,935
| +35% | +$737K | 0.01% | 584 |
|
|
2022
Q3 | $1.78M | Buy |
8,296
+300
| +4% | +$70K | 0.01% | 652 |
|
|
2022
Q2 | $1.59M | Buy |
7,996
+71
| +0.9% | +$16K | 0.01% | 671 |
|
|
2022
Q1 | $2.22M | Sell |
7,925
-260
| -3% | -$74.7K | 0.01% | 622 |
|
|
2021
Q4 | $2.85M | Buy |
8,185
+341
| +4% | +$113K | 0.02% | 513 |
|
|
2021
Q3 | $2.31M | Buy |
7,844
+1,690
| +27% | +$519K | 0.02% | 562 |
|
|
2021
Q2 | $1.76M | Buy |
6,154
+463
| +8% | +$125K | 0.01% | 620 |
|
|
2021
Q1 | $1.51M | Buy |
5,691
+795
| +16% | +$203K | 0.01% | 632 |
|
|
2020
Q4 | $1.23M | Sell |
4,896
-79
| -2% | -$19.3K | 0.02% | 547 |
|
|
2020
Q3 | $1.1M | Sell |
4,975
-226
| -4% | -$50.5K | 0.02% | 527 |
|
|
2020
Q2 | $1.11M | Sell |
5,201
-232
| -4% | -$44.9K | 0.02% | 460 |
|
|
2020
Q1 | $820K | Sell |
5,433
-458
| -8% | -$84.9K | 0.02% | 531 |
|
|
2019
Q4 | $1.19M | Sell |
5,891
-486
| -8% | -$90K | 0.02% | 474 |
|
|
2019
Q3 | $1.05M | Sell |
6,377
-1,361
| -18% | -$215K | 0.02% | 470 |
|
|
2019
Q2 | $1.27M | Buy |
7,738
+685
| +10% | +$116K | 0.03% | 400 |
|
|
2019
Q1 | $1.24M | Buy |
+7,053
| New | +$1.2M | 0.04% | 347 |
|
Other funds holding ROK
Mercer Global Advisors's ROK Position: Q2 2026 in Review
Mercer Global Advisors increased its Rockwell Automation (ROK) stake by 4.6% in Q2 2026, buying an estimated $416K and bringing the position to 21,923 shares worth $10.9M. The position accounts for 0.01% of the portfolio, ranked #544.
Mercer Global Advisors first reported a position in ROK in Q1 2019 and has held it in 30 quarters since. 1,542 funds tracked by Wall St. Rank hold ROK as of Q2 2026.
- Mercer Global Advisors held 21,923 shares of Rockwell Automation worth $10.9M as of Q2 2026.
- Mercer Global Advisors bought 956 Rockwell Automation shares in Q2 2026, an estimated $416K.
- Rockwell Automation made up 0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #544 holding.
- Mercer Global Advisors first reported a position in Rockwell Automation in Q1 2019 and has held it in 30 quarters since.
- 1,542 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.
Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.