Quantum Financial Advisors
ROK icon

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
Q3 		$205K Buy
470
+40
+9% +$17.8K 0.02% 254
2026
Q2 		$213K Buy
+430
New +$187K 0.02% 239

Other funds holding ROK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Quantum Financial Advisors's ROK Position: Q3 2026 in Review

Quantum Financial Advisors increased its Rockwell Automation (ROK) stake by 9.3% in Q3 2026, buying an estimated $17.8K and bringing the position to 470 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #254.

Quantum Financial Advisors first reported a position in ROK in Q2 2026 and has held it in 2 quarters since. The position peaked at $213K in Q2 2026. 833 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

  • Quantum Financial Advisors held 470 shares of Rockwell Automation worth $205K as of Q3 2026.
  • Quantum Financial Advisors bought 40 Rockwell Automation shares in Q3 2026, an estimated $17.8K.
  • Rockwell Automation made up 0.02% of Quantum Financial Advisors's portfolio in Q3 2026, its #254 holding.
  • Quantum Financial Advisors first reported a position in Rockwell Automation in Q2 2026 and has held it in 2 quarters since.
  • Quantum Financial Advisors's Rockwell Automation position peaked at $213K in Q2 2026.
  • 833 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on Quantum Financial Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.