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Moss Adams Wealth Advisors’s Rockwell Automation ROK Stock Holding History

Moss Adams Wealth 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 		$1.26M Buy
2,535
+9
+0.4% +$3.92K 0.08% 80
2026
Q1 		$907K Sell
2,526
-33
-1% -$13K 0.07% 91
2025
Q4 		$996K Buy
2,559
+46
+2% +$17.3K 0.07% 82
2025
Q3 		$879K Sell
2,513
-475
-16% -$164K 0.07% 85
2025
Q2 		$992K Buy
2,988
+280
+10% +$79.8K 0.09% 79
2025
Q1 		$700K Buy
2,708
+98
+4% +$27.3K 0.07% 86
2024
Q4 		$746K Buy
2,610
+382
+17% +$107K 0.08% 78
2024
Q3 		$598K Buy
2,228
+101
+5% +$26.8K 0.07% 87
2024
Q2 		$586K Sell
2,127
-42
-2% -$11.3K 0.08% 75
2024
Q1 		$632K Buy
2,169
+927
+75% +$267K 0.1% 62
2023
Q4 		$386K Buy
1,242
+59
+5% +$16.5K 0.08% 65
2023
Q3 		$338K Sell
1,183
-25
-2% -$7.73K 0.12% 62
2023
Q2 		$398K Sell
1,208
-32
-3% -$9.24K 0.13% 51
2023
Q1 		$364K Buy
+1,240
New +$353K 0.12% 52

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Moss Adams Wealth Advisors's ROK Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its Rockwell Automation (ROK) stake by 0.36% in Q2 2026, buying an estimated $3.92K and bringing the position to 2,535 shares worth $1.26M. The position accounts for 0.08% of the portfolio, ranked #80.

Moss Adams Wealth Advisors first reported a position in ROK in Q1 2023 and has held it in 14 quarters since. 478 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Moss Adams Wealth Advisors held 2,535 shares of Rockwell Automation worth $1.26M as of Q2 2026.
  • Moss Adams Wealth Advisors bought 9 Rockwell Automation shares in Q2 2026, an estimated $3.92K.
  • Rockwell Automation made up 0.08% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #80 holding.
  • Moss Adams Wealth Advisors first reported a position in Rockwell Automation in Q1 2023 and has held it in 14 quarters since.
  • 478 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.