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Oasis Advisors’s Rockwell Automation ROK Stock Holding History

Oasis 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 		– Sell
-800
Closed -$287K – 194
2026
Q1 		$287K Buy
+800
New +$316K 0.06% 173

Other funds holding ROK

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
WPC
Waters Parkerson & Co New Orleans, Louisiana $2.03B AUM 17.65% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Oasis Advisors's ROK Position: Q2 2026 in Review

Oasis Advisors sold out of Rockwell Automation (ROK) in Q2 2026, closing a stake of 800 shares — an estimated $287K sold.

Oasis Advisors first reported a position in ROK in Q1 2026 and held it in 1 quarter. The position peaked at $287K in Q1 2026. 620 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Oasis Advisors reported no remaining Rockwell Automation position as of Q2 2026 after selling out during the quarter.
  • Oasis Advisors sold 800 Rockwell Automation shares in Q2 2026, an estimated $287K.
  • Oasis Advisors first reported a position in Rockwell Automation in Q1 2026 and held it in 1 quarter.
  • Oasis Advisors's Rockwell Automation position peaked at $287K in Q1 2026.
  • 620 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Oasis Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.