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Triangle Securities Wealth Management’s Rockwell Automation ROK Stock Holding History

Triangle Securities Wealth 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 		$2.3M Sell
4,652
-69
-1% -$30K 0.46% 62
2026
Q1 		$1.69M Sell
4,721
-59
-1% -$23.3K 0.38% 70
2025
Q4 		$1.86M Sell
4,780
-155
-3% -$58.3K 0.39% 67
2025
Q3 		$1.72M Sell
4,935
-9
-0.2% -$3.11K 0.39% 68
2025
Q2 		$1.64M Sell
4,944
-28
-0.6% -$7.98K 0.4% 69
2025
Q1 		$1.28M Sell
4,972
-10
-0.2% -$2.78K 0.33% 84
2024
Q4 		$1.42M Sell
4,982
-158
-3% -$44.4K 0.37% 69
2024
Q3 		$1.38M Buy
5,140
+19
+0.4% +$5.04K 0.36% 72
2024
Q2 		$1.41M Buy
5,121
+459
+10% +$124K 0.4% 72
2024
Q1 		$1.36M Buy
4,662
+346
+8% +$99.7K 0.39% 76
2023
Q4 		$1.34M Buy
4,316
+2
+0% +$561 0.42% 70
2023
Q3 		$1.23M Buy
4,314
+197
+5% +$60.9K 0.44% 68
2023
Q2 		$1.36M Sell
4,117
-122
-3% -$35.2K 0.47% 67
2023
Q1 		$1.24M Sell
4,239
-26
-0.6% -$7.39K 0.44% 71
2022
Q4 		$1.1M Buy
4,265
+901
+27% +$226K 0.4% 74
2022
Q3 		$724K Buy
3,364
+1,491
+80% +$348K 0.3% 98
2022
Q2 		$373K Buy
+1,873
New +$423K 0.15% 145

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

Triangle Securities Wealth Management's ROK Position: Q2 2026 in Review

Triangle Securities Wealth Management reduced its Rockwell Automation (ROK) stake by 1.5% in Q2 2026, selling an estimated $30K and leaving 4,652 shares worth $2.3M. The position accounts for 0.46% of the portfolio, ranked #62.

Triangle Securities Wealth Management first reported a position in ROK in Q2 2022 and has held it in 17 quarters since. 267 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Triangle Securities Wealth Management held 4,652 shares of Rockwell Automation worth $2.3M as of Q2 2026.
  • Triangle Securities Wealth Management sold 69 Rockwell Automation shares in Q2 2026, an estimated $30K.
  • Rockwell Automation made up 0.46% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Triangle Securities Wealth Management first reported a position in Rockwell Automation in Q2 2022 and has held it in 17 quarters since.
  • 267 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.