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Sax Wealth Advisors’s Rockwell Automation ROK Stock Holding History

Sax Wealth 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
Q2 		$212K Buy
+591
New +$257K 0.01% 513

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

Sax Wealth Advisors's ROK Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in Rockwell Automation (ROK) in Q2 2026: 591 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #513 among its holdings.

307 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Sax Wealth Advisors held 591 shares of Rockwell Automation worth $212K as of Q2 2026.
  • Rockwell Automation was a new Sax Wealth Advisors position in Q2 2026.
  • Rockwell Automation made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #513 holding.
  • 307 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.