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Wellspring Financial Advisors’s Rockwell Automation ROK Stock Holding History

Wellspring Financial 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 		$214K Sell
431
-315
-42% -$137K 0.01% 257
2026
Q1 		$268K Buy
746
+187
+33% +$73.8K 0.02% 230
2025
Q4 		$217K Buy
+559
New +$210K 0.02% 252

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
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
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

Wellspring Financial Advisors's ROK Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Rockwell Automation (ROK) stake by 42% in Q2 2026, selling an estimated $137K and leaving 431 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #257.

Wellspring Financial Advisors first reported a position in ROK in Q4 2025 and has held it in 3 quarters since. The position peaked at $268K in Q1 2026. 419 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Wellspring Financial Advisors held 431 shares of Rockwell Automation worth $214K as of Q2 2026.
  • Wellspring Financial Advisors sold 315 Rockwell Automation shares in Q2 2026, an estimated $137K.
  • Rockwell Automation made up 0.01% of Wellspring Financial Advisors's portfolio in Q2 2026, its #257 holding.
  • Wellspring Financial Advisors first reported a position in Rockwell Automation in Q4 2025 and has held it in 3 quarters since.
  • Wellspring Financial Advisors's Rockwell Automation position peaked at $268K in Q1 2026.
  • 419 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.