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WPG Advisers’s Rockwell Automation ROK Stock Holding History

WPG Advisers’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 		$2.48K Buy
5
+1
+25% +$435 ﹤0.01% 1144
2026
Q1 		$1.44K Sell
4
-2
-33% -$789 ﹤0.01% 1169
2025
Q4 		$2.33K Sell
6
-32
-84% -$12K ﹤0.01% 1100
2025
Q3 		$13.3K Sell
38
-3
-7% -$1.04K 0.01% 612
2025
Q2 		$13.6K Buy
41
+10
+32% +$2.85K 0.01% 579
2025
Q1 		$8.01K Buy
31
+5
+19% +$1.39K 0.01% 708
2024
Q4 		$7.43K Buy
+26
New +$7.31K 0.01% 718

Other funds holding ROK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

WPG Advisers's ROK Position: Q2 2026 in Review

WPG Advisers increased its Rockwell Automation (ROK) stake by 25% in Q2 2026, buying an estimated $435 and bringing the position to 5 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1144.

WPG Advisers first reported a position in ROK in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.6K in Q2 2025. 907 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • WPG Advisers held 5 shares of Rockwell Automation worth $2.48K as of Q2 2026.
  • WPG Advisers bought 1 Rockwell Automation share in Q2 2026, an estimated $435.
  • Rockwell Automation made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #1144 holding.
  • WPG Advisers first reported a position in Rockwell Automation in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's Rockwell Automation position peaked at $13.6K in Q2 2025.
  • 907 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.