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Quantum Financial Advisors’s Rockwell Automation ROK Stock Holding History

Quantum Financial 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 		$213K Buy
+430
New +$187K 0.02% 239

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

Quantum Financial Advisors's ROK Position: Q2 2026 in Review

Quantum Financial Advisors opened a new position in Rockwell Automation (ROK) in Q2 2026: 430 shares worth $213K. The stake represents 0.02% of the portfolio and ranks #239 among its holdings.

228 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Quantum Financial Advisors held 430 shares of Rockwell Automation worth $213K as of Q2 2026.
  • Rockwell Automation was a new Quantum Financial Advisors position in Q2 2026.
  • Rockwell Automation made up 0.02% of Quantum Financial Advisors's portfolio in Q2 2026, its #239 holding.
  • 228 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.