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Paladin Advisory Group’s Rockwell Automation ROK Stock Holding History

Paladin Advisory Group’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 		$18.3K Hold
37
– – 0.01% 194
2026
Q1 		$13.3K Hold
37
– – 0.01% 199
2025
Q4 		$14.4K Hold
37
– – 0.01% 198
2025
Q3 		$12.9K Hold
37
– – 0.01% 193
2025
Q2 		$12.3K Hold
37
– – 0.01% 190
2025
Q1 		$9.56K Sell
37
-37
-50% -$10.3K 0.01% 200
2024
Q4 		$21.1K Hold
74
– – 0.02% 183
2024
Q3 		$19.9K Hold
74
– – 0.01% 185
2024
Q2 		$19.6K Hold
74
– – 0.02% 176
2024
Q1 		$21K Hold
74
– – 0.02% 177
2023
Q4 		$23K Hold
74
– – 0.02% 176
2023
Q3 		$21.2K Sell
74
-31
-30% -$9.59K 0.02% 189
2023
Q2 		$34.6K Hold
105
– – 0.03% 173
2023
Q1 		$30.8K Buy
+105
New +$29.9K 0.03% 181
2022
Q2 		– Sell
-105
Closed -$23.7K – 461
2022
Q1 		$29K Buy
+105
New +$30.2K 0.02% 197

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

Paladin Advisory Group's ROK Position: Q2 2026 in Review

Paladin Advisory Group held its Rockwell Automation (ROK) position steady in Q2 2026 at 37 shares worth $18.3K. The position accounts for 0.01% of the portfolio, ranked #194.

Paladin Advisory Group first reported a position in ROK in Q1 2022 and has held it in 15 quarters since. The position peaked at $34.6K in Q2 2023. 632 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Paladin Advisory Group held 37 shares of Rockwell Automation worth $18.3K as of Q2 2026.
  • Paladin Advisory Group left its Rockwell Automation share count unchanged in Q2 2026.
  • Rockwell Automation made up 0.01% of Paladin Advisory Group's portfolio in Q2 2026, its #194 holding.
  • Paladin Advisory Group first reported a position in Rockwell Automation in Q1 2022 and has held it in 15 quarters since.
  • Paladin Advisory Group's Rockwell Automation position peaked at $34.6K in Q2 2023.
  • 632 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.