Moisand Fitzgerald Tamayo’s Rockwell Automation ROK Stock Holding History

Moisand Fitzgerald Tamayo’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	$3.96K	Hold	8	–	–	﹤0.01%	456
2026 Q1	$2.87K	Hold	8	–	–	﹤0.01%	450
2025 Q4	$3.11K	Sell	8 -9	-53%	-$3.38K	﹤0.01%	448
2025 Q3	$5.94K	Hold	17	–	–	﹤0.01%	406
2025 Q2	$5.65K	Hold	17	–	–	﹤0.01%	401
2025 Q1	$4.39K	Hold	17	–	–	﹤0.01%	424
2024 Q4	$4.86K	Hold	17	–	–	﹤0.01%	423
2024 Q3	$4.56K	Hold	17	–	–	﹤0.01%	445
2024 Q2	$4.68K	Hold	17	–	–	﹤0.01%	396
2024 Q1	$4.95K	Hold	17	–	–	﹤0.01%	387
2023 Q4	$5.28K	Hold	17	–	–	﹤0.01%	417
2023 Q3	$4.86K	Hold	17	–	–	﹤0.01%	434
2023 Q2	$5.6K	Hold	17	–	–	﹤0.01%	400
2023 Q1	$4.99K	Hold	17	–	–	﹤0.01%	422
2022 Q4	$4.38K	Buy	17 +8	+89%	+$2.01K	﹤0.01%	430
2022 Q3	$2K	Buy	+9	New	+$2.1K	﹤0.01%	534
2021 Q1	–	Sell	-8	Closed	-$2K	–	395
2020 Q4	$2K	Buy	+8	New	+$1.96K	﹤0.01%	303

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

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Moisand Fitzgerald Tamayo's ROK Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Rockwell Automation (ROK) position steady in Q2 2026 at 8 shares worth $3.96K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

Moisand Fitzgerald Tamayo first reported a position in ROK in Q4 2020 and has held it in 17 quarters since. The position peaked at $5.94K in Q3 2025. 332 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Moisand Fitzgerald Tamayo held 8 shares of Rockwell Automation worth $3.96K as of Q2 2026.
Moisand Fitzgerald Tamayo left its Rockwell Automation share count unchanged in Q2 2026.
Rockwell Automation made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #456 holding.
Moisand Fitzgerald Tamayo first reported a position in Rockwell Automation in Q4 2020 and has held it in 17 quarters since.
Moisand Fitzgerald Tamayo's Rockwell Automation position peaked at $5.94K in Q3 2025.
332 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.