WPIC
ROK icon

White Pine Investment Company’s Rockwell Automation ROK Stock Holding History

White Pine Investment Company’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
Q3 		$218K Hold
500
– – 0.05% 65
2026
Q2 		$248K Buy
+500
New +$218K 0.05% 66

Other funds holding ROK

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

White Pine Investment Company's ROK Position: Q3 2026 in Review

White Pine Investment Company held its Rockwell Automation (ROK) position steady in Q3 2026 at 500 shares worth $218K. The position accounts for 0.05% of the portfolio, ranked #65.

White Pine Investment Company first reported a position in ROK in Q2 2026 and has held it in 2 quarters since. The position peaked at $248K in Q2 2026. 182 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

  • White Pine Investment Company held 500 shares of Rockwell Automation worth $218K as of Q3 2026.
  • White Pine Investment Company left its Rockwell Automation share count unchanged in Q3 2026.
  • Rockwell Automation made up 0.05% of White Pine Investment Company's portfolio in Q3 2026, its #65 holding.
  • White Pine Investment Company first reported a position in Rockwell Automation in Q2 2026 and has held it in 2 quarters since.
  • White Pine Investment Company's Rockwell Automation position peaked at $248K in Q2 2026.
  • 182 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on White Pine Investment Company's 13F filing for Q3 2026, filed 15 Oct 2026.