Sachetta’s Rockwell Automation ROK Stock Holding History

Sachetta’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	$63.6K	Buy	128 +15	+13%	+$6.53K	0.03%	180
2026 Q1	$40.7K	Hold	113	–	–	0.02%	226
2025 Q4	$44.1K	Sell	113 -7	-6%	-$2.63K	0.02%	212
2025 Q3	$42.1K	Buy	120 +108	+900%	+$37.3K	0.02%	281
2025 Q2	$3.99K	Sell	12 -106	-90%	-$30.2K	﹤0.01%	640
2025 Q1	$30.6K	Sell	118 -4	-3%	-$1.11K	0.01%	302
2024 Q4	$35K	Buy	122 +4	+3%	+$1.13K	0.01%	303
2024 Q3	$31.8K	Buy	118 +90	+321%	+$23.9K	0.01%	318
2024 Q2	$7.71K	Buy	28 +13	+87%	+$3.51K	﹤0.01%	498
2024 Q1	$4.66K	Hold	15	–	–	﹤0.01%	532
2023 Q4	$4.66K	Buy	+15	New	+$4.2K	﹤0.01%	532

Other funds holding ROK

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

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 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) 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

Sachetta's ROK Position: Q2 2026 in Review

Sachetta increased its Rockwell Automation (ROK) stake by 13% in Q2 2026, buying an estimated $6.53K and bringing the position to 128 shares worth $63.6K. The position accounts for 0.03% of the portfolio, ranked #180.

Sachetta first reported a position in ROK in Q4 2023 and has held it in 11 quarters since. 300 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Sachetta held 128 shares of Rockwell Automation worth $63.6K as of Q2 2026.
Sachetta bought 15 Rockwell Automation shares in Q2 2026, an estimated $6.53K.
Rockwell Automation made up 0.03% of Sachetta's portfolio in Q2 2026, its #180 holding.
Sachetta first reported a position in Rockwell Automation in Q4 2023 and has held it in 11 quarters since.
300 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.