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Salem Investment Counselors’s Rockwell Automation ROK Stock Holding History

Salem Investment Counselors’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 		$18.8K Buy
38
+4
+12% +$1.74K ﹤0.01% 786
2026
Q1 		$12.2K Buy
+34
New +$13.4K ﹤0.01% 840
2025
Q2 		– Sell
-9
Closed -$2.33K – 1248
2025
Q1 		$2.33K Sell
9
-1
-10% -$278 ﹤0.01% 1018
2024
Q4 		$2.86K Hold
10
– – ﹤0.01% 986
2024
Q3 		$2.69K Hold
10
– – ﹤0.01% 998
2024
Q2 		$2.75K Hold
10
– – ﹤0.01% 994
2024
Q1 		$2.91K Hold
10
– – ﹤0.01% 994
2023
Q4 		$3.1K Hold
10
– – ﹤0.01% 955
2023
Q3 		$2.86K Hold
10
– – ﹤0.01% 947
2023
Q2 		$3.29K Hold
10
– – ﹤0.01% 963
2023
Q1 		$2.94K Sell
10
-195
-95% -$55.5K ﹤0.01% 956
2022
Q4 		$52.8K Buy
+205
New +$51.5K ﹤0.01% 508
2022
Q2 		– Sell
-133
Closed -$37K – 1115
2022
Q1 		$37K Hold
133
– – ﹤0.01% 558
2021
Q4 		$46K Hold
133
– – ﹤0.01% 572
2021
Q3 		$39K Hold
133
– – ﹤0.01% 534
2021
Q2 		$38K Hold
133
– – ﹤0.01% 531
2021
Q1 		$35K Hold
133
– – ﹤0.01% 504
2020
Q4 		$33K Hold
133
– – ﹤0.01% 510
2020
Q3 		$29K Hold
133
– – ﹤0.01% 447
2020
Q2 		$28K Hold
133
– – ﹤0.01% 446
2020
Q1 		$20K Hold
133
– – ﹤0.01% 451
2019
Q4 		$27K Buy
+133
New +$24.6K ﹤0.01% 454

Other funds holding ROK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Salem Investment Counselors's ROK Position: Q2 2026 in Review

Salem Investment Counselors increased its Rockwell Automation (ROK) stake by 12% in Q2 2026, buying an estimated $1.74K and bringing the position to 38 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #786.

Salem Investment Counselors first reported a position in ROK in Q4 2019 and has held it in 22 quarters since. The position peaked at $52.8K in Q4 2022. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Salem Investment Counselors held 38 shares of Rockwell Automation worth $18.8K as of Q2 2026.
  • Salem Investment Counselors bought 4 Rockwell Automation shares in Q2 2026, an estimated $1.74K.
  • Rockwell Automation made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #786 holding.
  • Salem Investment Counselors first reported a position in Rockwell Automation in Q4 2019 and has held it in 22 quarters since.
  • Salem Investment Counselors's Rockwell Automation position peaked at $52.8K in Q4 2022.
  • 1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.