Plante Moran Financial Advisors’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $27.2K | Buy |
+55
| New | +$23.9K | ﹤0.01% | 429 |
|
|
2024
Q3 | – | Sell |
-6
| Closed | -$1.65K | – | 912 |
|
|
2024
Q2 | $1.65K | Buy |
+6
| New | +$1.62K | ﹤0.01% | 713 |
|
|
2023
Q3 | – | Sell |
-2
| Closed | -$659 | – | 846 |
|
|
2023
Q2 | $659 | Buy |
+2
| New | +$577 | ﹤0.01% | 745 |
|
|
2022
Q3 | – | Sell |
-8
| Closed | -$2K | – | 1040 |
|
|
2022
Q2 | $2K | Buy |
+8
| New | +$1.81K | ﹤0.01% | 841 |
|
|
2022
Q1 | – | Sell |
-20
| Closed | -$7K | – | 972 |
|
|
2021
Q4 | $7K | Sell |
20
-80
| -80% | -$26.5K | ﹤0.01% | 761 |
|
|
2021
Q3 | $29K | Hold |
100
| – | – | 0.01% | 483 |
|
|
2021
Q2 | $29K | Sell |
100
-110
| -52% | -$29.7K | 0.01% | 486 |
|
|
2021
Q1 | $56K | Sell |
210
-177
| -46% | -$45.1K | 0.02% | 339 |
|
|
2020
Q4 | $97K | Buy |
387
+175
| +83% | +$42.8K | 0.03% | 255 |
|
|
2020
Q3 | $47K | Buy |
212
+197
| +1,313% | +$44K | 0.02% | 332 |
|
|
2020
Q2 | $3K | Sell |
15
-5
| -25% | -$967 | ﹤0.01% | 635 |
|
|
2020
Q1 | $3K | Sell |
20
-20
| -50% | -$3.71K | ﹤0.01% | 625 |
|
|
2019
Q4 | $8K | Buy |
40
+23
| +135% | +$4.26K | ﹤0.01% | 573 |
|
|
2019
Q3 | $3K | Hold |
17
| – | – | ﹤0.01% | 746 |
|
|
2019
Q2 | $3K | Hold |
17
| – | – | ﹤0.01% | 701 |
|
|
2019
Q1 | $3K | Hold |
17
| – | – | ﹤0.01% | 691 |
|
|
2018
Q4 | $3K | Hold |
17
| – | – | ﹤0.01% | 669 |
|
|
2018
Q3 | $3K | Sell |
17
-49
| -74% | -$8.77K | ﹤0.01% | 656 |
|
|
2018
Q2 | $11K | Sell |
66
-239
| -78% | -$41.5K | 0.01% | 538 |
|
|
2018
Q1 | $53K | Buy |
305
+239
| +362% | +$45.4K | 0.03% | 337 |
|
|
2017
Q4 | $13K | Buy |
66
+8
| +14% | +$1.52K | 0.01% | 563 |
|
|
2017
Q3 | $10K | Sell |
58
-6
| -9% | -$998 | 0.01% | 543 |
|
|
2017
Q2 | $10K | Buy |
64
+7
| +12% | +$1.1K | 0.01% | 554 |
|
|
2017
Q1 | $9K | Sell |
57
-9
| -14% | -$1.34K | 0.01% | 593 |
|
|
2016
Q4 | $9K | Buy |
66
+52
| +371% | +$6.64K | 0.01% | 609 |
|
|
2016
Q3 | $2K | Buy |
+14
| New | +$1.64K | ﹤0.01% | 851 |
|
|
2015
Q1 | – | Sell |
-150
| Closed | -$17K | – | 781 |
|
|
2014
Q4 | $17K | Buy |
+150
| New | +$16.5K | 0.01% | 437 |
|
|
2014
Q1 | – | Sell |
-474
| Closed | -$56K | – | 681 |
|
|
2013
Q4 | $56K | Buy |
+474
| New | +$52.7K | 0.03% | 220 |
|
Other funds holding ROK
Plante Moran Financial Advisors's ROK Position: Q2 2026 in Review
Plante Moran Financial Advisors opened a new position in Rockwell Automation (ROK) in Q2 2026: 55 shares worth $27.2K. The stake represents ﹤0.01% of the portfolio and ranks #429 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in ROK as recently as Q2 2024.
Plante Moran Financial Advisors first reported a position in ROK in Q4 2013 and has held it in 28 quarters since. The position peaked at $97K in Q4 2020. 1,544 funds tracked by Wall St. Rank hold ROK as of Q2 2026.
- Plante Moran Financial Advisors held 55 shares of Rockwell Automation worth $27.2K as of Q2 2026.
- Rockwell Automation was a new Plante Moran Financial Advisors position in Q2 2026.
- Rockwell Automation made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #429 holding.
- Plante Moran Financial Advisors first reported a position in Rockwell Automation in Q4 2013 and has held it in 28 quarters since.
- Plante Moran Financial Advisors's Rockwell Automation position peaked at $97K in Q4 2020.
- 1,544 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.