QWM
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Quaker Wealth Management’s Rockwell Automation ROK Stock Holding History

Quaker Wealth Management’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
2025
Q2 		– Sell
-2
Closed -$517 – 1534
2025
Q1 		$517 Buy
+2
New +$557 ﹤0.01% 637

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

Quaker Wealth Management's ROK Position: Q2 2026 in Review

Quaker Wealth Management held its Rockwell Automation (ROK) position steady in Q2 2026 at 1 share worth $496. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Quaker Wealth Management first reported a position in ROK in Q1 2026 and has held it in 2 quarters since. 612 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Quaker Wealth Management held 1 share of Rockwell Automation worth $496 as of Q2 2026.
  • Quaker Wealth Management left its Rockwell Automation share count unchanged in Q2 2026.
  • Rockwell Automation made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #745 holding.
  • Quaker Wealth Management first reported a position in Rockwell Automation in Q1 2026 and has held it in 2 quarters since.
  • 612 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.