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Action Point Financial Planning’s Rockwell Automation ROK Stock Holding History

Action Point Financial Planning’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 		$16.8K Buy
+36
New +$15.7K ﹤0.01% 1201

Other funds holding ROK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Action Point Financial Planning's ROK Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Rockwell Automation (ROK) in Q2 2026: 36 shares worth $16.8K. The stake represents ﹤0.01% of the portfolio and ranks #1201 among its holdings.

1,524 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Action Point Financial Planning held 36 shares of Rockwell Automation worth $16.8K as of Q2 2026.
  • Rockwell Automation was a new Action Point Financial Planning position in Q2 2026.
  • Rockwell Automation made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1201 holding.
  • 1,524 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.