Westside Investment Management’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $795K | Hold |
1,605
| – | – | 0.1% | 161 |
|
|
2026
Q1 | $577K | Hold |
1,605
| – | – | 0.09% | 176 |
|
|
2025
Q4 | $625K | Buy |
1,605
+5
| +0.3% | +$1.88K | 0.1% | 158 |
|
|
2025
Q3 | $559K | Buy |
1,600
+38
| +2% | +$13.1K | 0.09% | 172 |
|
|
2025
Q2 | $519K | Buy |
1,562
+62
| +4% | +$17.7K | 0.1% | 161 |
|
|
2025
Q1 | $388K | Hold |
1,500
| – | – | 0.08% | 173 |
|
|
2024
Q4 | $429K | Hold |
1,500
| – | – | 0.09% | 159 |
|
|
2024
Q3 | $403K | Hold |
1,500
| – | – | 0.09% | 164 |
|
|
2024
Q2 | $413K | Hold |
1,500
| – | – | 0.09% | 155 |
|
|
2024
Q1 | $437K | Hold |
1,500
| – | – | 0.1% | 154 |
|
|
2023
Q4 | $466K | Hold |
1,500
| – | – | 0.12% | 147 |
|
|
2023
Q3 | $429K | Hold |
1,500
| – | – | 0.12% | 147 |
|
|
2023
Q2 | $494K | Hold |
1,500
| – | – | 0.14% | 136 |
|
|
2023
Q1 | $440K | Hold |
1,500
| – | – | 0.13% | 141 |
|
|
2022
Q4 | $386 | Hold |
1,500
| – | – | ﹤0.01% | 290 |
|
|
2022
Q3 | $322 | Hold |
1,500
| – | – | ﹤0.01% | 309 |
|
|
2022
Q2 | $298 | Hold |
1,500
| – | – | ﹤0.01% | 304 |
|
|
2022
Q1 | $420 | Hold |
1,500
| – | – | ﹤0.01% | 293 |
|
|
2021
Q4 | $523 | Hold |
1,500
| – | – | ﹤0.01% | 278 |
|
|
2021
Q3 | $441 | Hold |
1,500
| – | – | ﹤0.01% | 278 |
|
|
2021
Q2 | $429 | Hold |
1,500
| – | – | ﹤0.01% | 273 |
|
|
2021
Q1 | $398 | Hold |
1,500
| – | – | ﹤0.01% | 265 |
|
|
2020
Q4 | $376 | Hold |
1,500
| – | – | ﹤0.01% | 224 |
|
|
2020
Q3 | $331 | Hold |
1,500
| – | – | ﹤0.01% | 241 |
|
|
2020
Q2 | $319 | Hold |
1,500
| – | – | ﹤0.01% | 220 |
|
|
2020
Q1 | $226 | Buy |
+1,500
| New | +$278K | ﹤0.01% | 230 |
|
|
2019
Q2 | $245 | Buy |
+1,500
| New | +$253K | ﹤0.01% | 179 |
|
|
2018
Q4 | $226K | Sell |
1,500
-138
| -8% | -$23K | 0.08% | 146 |
|
|
2018
Q3 | $308K | Hold |
1,638
| – | – | 0.1% | 119 |
|
|
2018
Q2 | $275K | Sell |
1,638
-12
| -0.7% | -$2.08K | 0.1% | 132 |
|
|
2018
Q1 | $279K | Sell |
1,650
-5
| -0.3% | -$949 | 0.15% | 134 |
|
|
2017
Q4 | $334K | Sell |
1,655
-13
| -0.8% | -$2.48K | 0.18% | 118 |
|
|
2017
Q3 | $306K | Buy |
1,668
+2
| +0.1% | +$333 | 0.18% | 111 |
|
|
2017
Q2 | $274K | Buy |
1,666
+9
| +0.5% | +$1.42K | 0.18% | 111 |
|
|
2017
Q1 | $257K | Buy |
1,657
+1,502
| +969% | +$224K | 0.12% | 113 |
|
|
2016
Q4 | $22K | Buy |
+155
| New | +$19.8K | 0.01% | 270 |
|
Other funds holding ROK
Westside Investment Management's ROK Position: Q2 2026 in Review
Westside Investment Management held its Rockwell Automation (ROK) position steady in Q2 2026 at 1,605 shares worth $795K. The position accounts for 0.1% of the portfolio, ranked #161.
Westside Investment Management first reported a position in ROK in Q4 2016 and has held it in 36 quarters since. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.
- Westside Investment Management held 1,605 shares of Rockwell Automation worth $795K as of Q2 2026.
- Westside Investment Management left its Rockwell Automation share count unchanged in Q2 2026.
- Rockwell Automation made up 0.1% of Westside Investment Management's portfolio in Q2 2026, its #161 holding.
- Westside Investment Management first reported a position in Rockwell Automation in Q4 2016 and has held it in 36 quarters since.
- 1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.
Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.