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Paladin Wealth’s Rockwell Automation ROK Stock Holding History

Paladin Wealth’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 		$287K Sell
580
-71
-11% -$30.9K 0.17% 115
2026
Q1 		$234K Buy
+651
New +$257K 0.16% 117

Other funds holding ROK

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Paladin Wealth's ROK Position: Q2 2026 in Review

Paladin Wealth reduced its Rockwell Automation (ROK) stake by 11% in Q2 2026, selling an estimated $30.9K and leaving 580 shares worth $287K. The position accounts for 0.17% of the portfolio, ranked #115.

Paladin Wealth first reported a position in ROK in Q1 2026 and has held it in 2 quarters since. 228 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Paladin Wealth held 580 shares of Rockwell Automation worth $287K as of Q2 2026.
  • Paladin Wealth sold 71 Rockwell Automation shares in Q2 2026, an estimated $30.9K.
  • Rockwell Automation made up 0.17% of Paladin Wealth's portfolio in Q2 2026, its #115 holding.
  • Paladin Wealth first reported a position in Rockwell Automation in Q1 2026 and has held it in 2 quarters since.
  • 228 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Paladin Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.