West Branch Capital’s Rockwell Automation ROK Stock Holding History

West Branch Capital’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	$45.1K	Buy	91 +16	+21%	+$6.96K	0.01%	144
2026 Q1	$26.9K	Hold	75	–	–	0.01%	164
2025 Q4	$29.2K	Hold	75	–	–	0.01%	167
2025 Q3	$26.2K	Hold	75	–	–	0.01%	187
2025 Q2	$24.9K	Hold	75	–	–	0.01%	194
2025 Q1	$19.4K	Hold	75	–	–	0.01%	226
2024 Q4	$21.4K	Hold	75	–	–	0.01%	218
2024 Q3	$20.1K	Hold	75	–	–	0.01%	226
2024 Q2	$20.6K	Hold	75	–	–	0.01%	220
2024 Q1	$21.9K	Sell	75 -146	-66%	-$42K	0.01%	219
2023 Q4	$68.6K	Buy	221 +8	+4%	+$2.24K	0.03%	141
2023 Q3	$60.9K	Hold	213	–	–	0.03%	147
2023 Q2	$70.2K	Hold	213	–	–	0.04%	137
2023 Q1	$62.5K	Hold	213	–	–	0.03%	148
2022 Q4	$54.9K	Hold	213	–	–	0.03%	157
2022 Q3	$46K	Hold	213	–	–	0.03%	171
2022 Q2	$42K	Hold	213	–	–	0.02%	182
2022 Q1	$60K	Hold	213	–	–	0.03%	175
2021 Q4	$74K	Hold	213	–	–	0.03%	172
2021 Q3	$63K	Sell	213 -75	-26%	-$23K	0.03%	174
2021 Q2	$82K	Buy	+288	New	+$77.7K	0.04%	157

Other funds holding ROK

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Diversified Management Milwaukee, Wisconsin $468M AUM

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 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) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

West Branch Capital's ROK Position: Q2 2026 in Review

West Branch Capital increased its Rockwell Automation (ROK) stake by 21% in Q2 2026, buying an estimated $6.96K and bringing the position to 91 shares worth $45.1K. The position accounts for 0.01% of the portfolio, ranked #144.

West Branch Capital first reported a position in ROK in Q2 2021 and has held it in 21 quarters since. The position peaked at $82K in Q2 2021. 332 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

West Branch Capital held 91 shares of Rockwell Automation worth $45.1K as of Q2 2026.
West Branch Capital bought 16 Rockwell Automation shares in Q2 2026, an estimated $6.96K.
Rockwell Automation made up 0.01% of West Branch Capital's portfolio in Q2 2026, its #144 holding.
West Branch Capital first reported a position in Rockwell Automation in Q2 2021 and has held it in 21 quarters since.
West Branch Capital's Rockwell Automation position peaked at $82K in Q2 2021.
332 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.