RCYC
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Richard C. Young & Co’s Rockwell Automation ROK Stock Holding History

Richard C. Young & Co’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 		$2.99M Sell
6,034
-88
-1% -$38.3K 0.22% 61
2026
Q1 		$2.2M Sell
6,122
-35
-0.6% -$13.8K 0.18% 63
2025
Q4 		$2.4M Sell
6,157
-44
-0.7% -$16.5K 0.21% 64
2025
Q3 		$2.17M Sell
6,201
-232
-4% -$80.1K 0.2% 65
2025
Q2 		$2.14M Sell
6,433
-58
-0.9% -$16.5K 0.21% 66
2025
Q1 		$1.68M Sell
6,491
-117
-2% -$32.6K 0.18% 67
2024
Q4 		$1.89M Sell
6,608
-553
-8% -$156K 0.21% 68
2024
Q3 		$1.92M Sell
7,161
-4,346
-38% -$1.15M 0.21% 63
2024
Q2 		$3.17M Sell
11,507
-6,525
-36% -$1.76M 0.39% 57
2024
Q1 		$5.25M Sell
18,032
-372
-2% -$107K 0.66% 54
2023
Q4 		$5.71M Sell
18,404
-186
-1% -$52.1K 0.77% 54
2023
Q3 		$5.31M Sell
18,590
-155
-0.8% -$47.9K 0.76% 54
2023
Q2 		$6.18M Sell
18,745
-534
-3% -$154K 0.85% 52
2023
Q1 		$5.66M Sell
19,279
-799
-4% -$227K 0.78% 54
2022
Q4 		$5.17M Sell
20,078
-384
-2% -$96.4K 0.69% 58
2022
Q3 		$4.4M Sell
20,462
-59
-0.3% -$13.8K 0.67% 56
2022
Q2 		$4.09M Sell
20,521
-223
-1% -$50.4K 0.53% 60
2022
Q1 		$5.81M Sell
20,744
-476
-2% -$137K 0.74% 54
2021
Q4 		$7.4M Sell
21,220
-757
-3% -$251K 0.93% 46
2021
Q3 		$6.46M Sell
21,977
-89
-0.4% -$27.3K 0.89% 48
2021
Q2 		$6.31M Sell
22,066
-329
-1% -$88.7K 0.8% 56
2021
Q1 		$5.94M Sell
22,395
-150
-0.7% -$38.3K 0.79% 56
2020
Q4 		$5.66M Sell
22,545
-473
-2% -$116K 0.86% 50
2020
Q3 		$5.08M Sell
23,018
-223
-1% -$49.8K 0.82% 49
2020
Q2 		$4.95M Buy
+23,241
New +$4.5M 0.82% 48

Other funds holding ROK

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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Richard C. Young & Co's ROK Position: Q2 2026 in Review

Richard C. Young & Co reduced its Rockwell Automation (ROK) stake by 1.4% in Q2 2026, selling an estimated $38.3K and leaving 6,034 shares worth $2.99M. The position accounts for 0.22% of the portfolio, ranked #61.

Richard C. Young & Co first reported a position in ROK in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.4M in Q4 2021. 549 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Richard C. Young & Co held 6,034 shares of Rockwell Automation worth $2.99M as of Q2 2026.
  • Richard C. Young & Co sold 88 Rockwell Automation shares in Q2 2026, an estimated $38.3K.
  • Rockwell Automation made up 0.22% of Richard C. Young & Co's portfolio in Q2 2026, its #61 holding.
  • Richard C. Young & Co first reported a position in Rockwell Automation in Q2 2020 and has held it in 25 quarters since.
  • Richard C. Young & Co's Rockwell Automation position peaked at $7.4M in Q4 2021.
  • 549 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Richard C. Young & Co's 13F filing for Q2 2026, filed 28 Jul 2026.