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Simplify Asset Management’s Rockwell Automation ROK Stock Holding History

Simplify Asset Management’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 		$257K Sell
520
-48
-8% -$20.9K ﹤0.01% 131
2026
Q1 		$204K Sell
568
-20
-3% -$7.89K ﹤0.01% 135
2025
Q4 		$229K Buy
+588
New +$221K ﹤0.01% 133

Other funds holding ROK

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Simplify Asset Management's ROK Position: Q2 2026 in Review

Simplify Asset Management reduced its Rockwell Automation (ROK) stake by 8.5% in Q2 2026, selling an estimated $20.9K and leaving 520 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #131.

Simplify Asset Management first reported a position in ROK in Q4 2025 and has held it in 3 quarters since. 267 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Simplify Asset Management held 520 shares of Rockwell Automation worth $257K as of Q2 2026.
  • Simplify Asset Management sold 48 Rockwell Automation shares in Q2 2026, an estimated $20.9K.
  • Rockwell Automation made up ﹤0.01% of Simplify Asset Management's portfolio in Q2 2026, its #131 holding.
  • Simplify Asset Management first reported a position in Rockwell Automation in Q4 2025 and has held it in 3 quarters since.
  • 267 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Simplify Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.