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Merrion Investment Management’s Rockwell Automation ROK Stock Holding History

Merrion 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 		$280K Hold
566
– – 0.13% 100
2026
Q1 		$203K Hold
566
– – 0.11% 109
2025
Q4 		$220K Buy
+566
New +$213K 0.12% 109
2023
Q3 		– Sell
-616
Closed -$203K – 103
2023
Q2 		$203K Buy
+616
New +$178K 0.17% 96
2022
Q1 		– Sell
-616
Closed -$214K – 102
2021
Q4 		$214K Buy
+616
New +$204K 0.16% 96
2021
Q1 		– Sell
-616
Closed -$154K – 199
2020
Q4 		$154K Buy
+616
New +$151K 0.13% 92

Other funds holding ROK

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
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
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
Mirae Asset Global Investments
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

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

Merrion Investment Management held its Rockwell Automation (ROK) position steady in Q2 2026 at 566 shares worth $280K. The position accounts for 0.13% of the portfolio, ranked #100.

Merrion Investment Management first reported a position in ROK in Q4 2020 and has held it in 6 quarters since. 546 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Merrion Investment Management held 566 shares of Rockwell Automation worth $280K as of Q2 2026.
  • Merrion Investment Management left its Rockwell Automation share count unchanged in Q2 2026.
  • Rockwell Automation made up 0.13% of Merrion Investment Management's portfolio in Q2 2026, its #100 holding.
  • Merrion Investment Management first reported a position in Rockwell Automation in Q4 2020 and has held it in 6 quarters since.
  • 546 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

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