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Sawyer & Company’s Rockwell Automation ROK Stock Holding History

Sawyer & Company’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 		$4.95K Hold
10
– – ﹤0.01% 171
2026
Q1 		$3.59K Hold
10
– – ﹤0.01% 170
2025
Q4 		$3.89K Hold
10
– – ﹤0.01% 176
2025
Q3 		$3K Hold
10
– – ﹤0.01% 172
2025
Q2 		$4.95K Buy
+10
New +$2.85K ﹤0.01% 171

Other funds holding ROK

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
WPC
Waters Parkerson & Co New Orleans, Louisiana $2.03B AUM 17.65% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Sawyer & Company's ROK Position: Q2 2026 in Review

Sawyer & Company held its Rockwell Automation (ROK) position steady in Q2 2026 at 10 shares worth $4.95K. The position accounts for ﹤0.01% of the portfolio, ranked #171.

Sawyer & Company first reported a position in ROK in Q2 2025 and has held it in 5 quarters since. 658 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Sawyer & Company held 10 shares of Rockwell Automation worth $4.95K as of Q2 2026.
  • Sawyer & Company left its Rockwell Automation share count unchanged in Q2 2026.
  • Rockwell Automation made up ﹤0.01% of Sawyer & Company's portfolio in Q2 2026, its #171 holding.
  • Sawyer & Company first reported a position in Rockwell Automation in Q2 2025 and has held it in 5 quarters since.
  • 658 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Sawyer & Company's 13F filing for Q2 2026, filed 23 Jul 2026.