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Unique Wealth Strategies’s Rockwell Automation ROK Stock Holding History

Unique Wealth Strategies’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 		$661K Buy
+1,335
New +$581K 0.24% 118
2024
Q3 		– Sell
-30
Closed -$8.77K – 574
2024
Q2 		$8.77K Buy
+30
New +$8.1K ﹤0.01% 329

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
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

Unique Wealth Strategies's ROK Position: Q2 2026 in Review

Unique Wealth Strategies opened a new position in Rockwell Automation (ROK) in Q2 2026: 1,335 shares worth $661K. The stake represents 0.24% of the portfolio and ranks #118 among its holdings. This is a return to the name: Unique Wealth Strategies previously reported a position in ROK as recently as Q2 2024.

Unique Wealth Strategies first reported a position in ROK in Q2 2024 and has held it in 2 quarters since. 345 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Unique Wealth Strategies held 1,335 shares of Rockwell Automation worth $661K as of Q2 2026.
  • Rockwell Automation was a new Unique Wealth Strategies position in Q2 2026.
  • Rockwell Automation made up 0.24% of Unique Wealth Strategies's portfolio in Q2 2026, its #118 holding.
  • Unique Wealth Strategies first reported a position in Rockwell Automation in Q2 2024 and has held it in 2 quarters since.
  • 345 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.