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Yousif Capital Management’s Rockwell Automation ROK Stock Holding History

Yousif Capital Management’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 		$5.5M Sell
11,103
-854
-7% -$372K 0.06% 290
2026
Q1 		$4.29M Sell
11,957
-365
-3% -$144K 0.05% 336
2025
Q4 		$4.98M Sell
12,322
-925
-7% -$348K 0.05% 319
2025
Q3 		$4.63M Sell
13,247
-819
-6% -$283K 0.05% 338
2025
Q2 		$4.67M Sell
14,066
-224
-2% -$63.8K 0.05% 338
2025
Q1 		$3.69M Buy
14,290
+37
+0.3% +$10.3K 0.04% 403
2024
Q4 		$4.07M Sell
14,253
-528
-4% -$149K 0.05% 384
2024
Q3 		$3.97M Sell
14,781
-204
-1% -$54.2K 0.04% 408
2024
Q2 		$4.13M Sell
14,985
-263
-2% -$71K 0.05% 385
2024
Q1 		$4.44M Sell
15,248
-310
-2% -$89.3K 0.05% 395
2023
Q4 		$4.83M Sell
15,558
-661
-4% -$185K 0.06% 337
2023
Q3 		$4.64M Sell
16,219
-552
-3% -$171K 0.06% 332
2023
Q2 		$5.53M Buy
16,771
+195
+1% +$56.3K 0.07% 280
2023
Q1 		$4.86M Sell
16,576
-654
-4% -$186K 0.06% 314
2022
Q4 		$4.44M Buy
17,230
+978
+6% +$246K 0.06% 347
2022
Q3 		$3.5M Sell
16,252
-288
-2% -$67.2K 0.05% 407
2022
Q2 		$3.3M Sell
16,540
-210
-1% -$47.4K 0.04% 481
2022
Q1 		$4.69M Buy
16,750
+130
+0.8% +$37.3K 0.05% 390
2021
Q4 		$5.8M Buy
+16,620
New +$5.5M 0.06% 325

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
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Yousif Capital Management's ROK Position: Q2 2026 in Review

Yousif Capital Management reduced its Rockwell Automation (ROK) stake by 7.1% in Q2 2026, selling an estimated $372K and leaving 11,103 shares worth $5.5M. The position accounts for 0.06% of the portfolio, ranked #290.

Yousif Capital Management first reported a position in ROK in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.8M in Q4 2021. 363 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Yousif Capital Management held 11,103 shares of Rockwell Automation worth $5.5M as of Q2 2026.
  • Yousif Capital Management sold 854 Rockwell Automation shares in Q2 2026, an estimated $372K.
  • Rockwell Automation made up 0.06% of Yousif Capital Management's portfolio in Q2 2026, its #290 holding.
  • Yousif Capital Management first reported a position in Rockwell Automation in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Rockwell Automation position peaked at $5.8M in Q4 2021.
  • 363 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.